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Financial Planning Resources

Below are links to web sites that may be helpful for you.

Website content changes constantly, making it impossible for us to review it all, therefore our firm is not responsible for the content on any of the above links.
Articles on Financial Education and Information

Cash Management

How Does Inflation Affect Me?

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your savings. Inflation is the increase in the price of products over time. Inflation rates have fluctuated over the years....

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What Saving Alternatives are Available?

As an investor, you know it’s important to have a portion of your holdings in savings. Opinions differ, but most financial professionals agree that adequate savings should form the basis of any sound investment strategy. There are a number of savings alternatives that...

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Financial Planning

Best to Save Now or Save Later?

Most people have good intentions about saving for retirement. But few know when they should start and how much they should save. Sometimes it might seem that the today's expenses make it too difficult to start saving for tomorrow. It’s easy to think that you will...

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How to Manage Your Retirement Plan

Employer-sponsored retirement plans are more valuable than ever. The money in them accumulates tax deferred until it is withdrawn, typically in retirement. Distributions from a tax-deferred retirement plan such as a 401(k) are taxed as ordinary income and may be...

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Investment

What is Diversification?

Virtually every investment has some type of risk associated with it. The stock market rises and falls. An increase in interest rates can cause a decline in the bond market. No matter what you decide to invest in, risk is something you must consider. One key to...

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What is a Closed-End Fund?

Closed-end funds have been around since 1893, more than 30 years before the first mutual fund (also known as an open-end fund) was created in the United States. However, closed-end funds are much less common than open-end funds. There are fewer than 600 closed-end...

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Business Management