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Oct 27, 2014

Signing Up for Medicare

As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.

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Oct 6, 2014

401(k) Loans: Good or Bad Idea?

Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.

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Sep 29, 2014

Is Alibaba a Good Investment?

Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.

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Sep 25, 2014

Long-term Care Insurance – Important Changes

If you have ever considered the purchase of a long-term care insurance policy, you may want to get serious. Fewer providers, increasing premium rates, and reduced benefits are changing the landscape.

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Sep 8, 2014

Who Wants to Be a Millionaire?

Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.

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Aug 25, 2014

Confused About 529 Plans?

College Choice, the Indiana 529 plan, is a great way to save for college expenses. However, we frequently get questions regarding who can use the funds; the benefits of being an Indiana resident; and whether out-of-state schools are included.

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Aug 18, 2014

What is the 4% Rule for Retirement?

In today’s world everything comes with a “rule of thumb”. It’s a way to simplify a more complex formula into an easy-to-remember application. “If you spend 4% each year from your investment portfolio, you won’t run out of money.”

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Aug 11, 2014

Finding Financial Advice and the Possible Barriers

What stops you from getting financial advice? The three barriers that I hear most are fear of the price; guilt that you should “do it yourself”; and lack of confidence in choosing a trustworthy advisor.

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Jul 6, 2014

World Cup Soccer and Investing

The World Cup Soccer championship captures the interest of fans around the world every four years.

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Jun 30, 2014

How to Survive a Divorce

Divorce is a traumatic experience. Financial aspects can create great stress. Settlement decisions are hard to make if you don’t have a clear and complete understanding of the family’s current financial situation and what your future may look like.

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Jun 23, 2014

Marriage and Money

Summer is the time of love, weddings, and...financial discussions! Yes, marriage and money go hand-in-hand.

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Jun 16, 2014

4 Biggest 401(k) Mistakes

As financial planners and investment advisors, we see mistakes that employees make when handling their 401(k)s. Four such mistakes standout as having the greatest impact on a comfortable versus not-so comfortable retirement.