Rebalance Accounts Regularly
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A year ago when the markets were all setting new highs, people were asking what they should do with their retirement portfolio. I answered, “Rebalance.” Now that the market is setting new lows, I get the same question, and my response hasn’t changed.

Maximum Safe Withdrawal Rates in Retirement
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Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement.

Learning to Live on Your Own, Part 1
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If you’re like most of today’s college graduates, you may find yourself ill prepared for the real world of financial responsibility. You never saw how your parents lived when they were first married and struggling. Consequently, you may be basing your after-school expectations on an upper-middle-class lifestyle. Here is my financial advice for those of you learning to live on your own.

Hedge Inflation Risk with Hard Assets
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.

Portfolio Allocation: Risk-Return Mix
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

How to Double Your Retirement
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Every six years you delay saving and investing you cut in half the lifestyle you will have in retirement.

Maintain Financial Balance When in Business
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Running a small business requires financial balance. Here are ten rules.

Slow and Steady Wins the Race
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You can learn a lot about financial management from snapping turtles.

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