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Financial Planning and Investing

Featuring contributions from David J. Scranton, host of the national TV show, The Income Generation, and founder of The Retirement Income Store®, this newsletter shares valuable insights on the best ways to navigate the complexities of planning and saving for retirement. Each month, the newsletter explains how recent events in the financial markets could affect your ability to achieve your goals for retirement. It also provides information on how fixed income investments can help you establish consistent and reliable streams of retirement income.

The events in the past two years have magnified the fact that employment is in a state of flux. In 2020, millions of Americans lost...

Even before Russia’s invasion of Ukraine on February 24, the financial markets were volatile. They were also poised to remain volatile all year thanks to...

For many Americans, the pandemic was a wake-up call to start getting serious about saving. But members of the Financial Independence/Retire Early (FIRE) movement have...

Americans have been on a roller coaster of emotions over the last two years. In early days of the pandemic, social distancing and mask wearing...

Life in your 50s probably means a hectic work and family life, with multiple responsibilities. Retirement – perhaps 10 years down the road – may...

Do you feel anxious, or even a bit guilty, every time you withdraw from your retirement savings? Whether you recently retired or are already a...

There’s no such thing as a free lunch. This holds true with investing as it does with so many other things in life. When you...

According to the National Institute on Retirement, more than two-thirds of Americans believe that it’s impossible for the average worker to save enough for a...

You get annual medical checkups and semi-annual dental checkups. Why not give your finances the same kind of “primary care”? By performing an annual checkup,...

When saving for retirement you’ll want to think about more than how much you’re investing; you’ll also want to consider where your money is going....

Connect with an advisor in your area to find out if your retirement is on track.

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