Your Financial Mission

Glass Half Full or Half Empty?

There are a lot of changes, trends and issues we’ll face in the coming years in the financial world. How optimistic should you be about each of them? We’ll cover whether you should see the financial landscape as half full or half empty.

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Common 401(k) Questions

A lot of Americans have 401(k) accounts. Let’s cover some of the common questions we get from 401(k) owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403(b) or similar type of account, too.

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Financially Savvy Grandparenting: Part 2

The second part of our conversation about helping your grandchildren grow into financially savvy adults.

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Financially Savvy Grandparenting: Part 1

We'll give you 7 tips to consider to help your grandchildren grow into financially savvy adults.

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Mailbag: Reputable Advisors

Answering your questions about how to find a reputable advisor and what to do if you hate all the advisors you've met with in the past.

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Stocks And Tax Code: How They’re Related

In a follow-up to our podcast on putting the tax code proposals in context, we'll take a deeper look at how the tax code influences the stock market's outlook. We'll also ask J'Neanne if the "middle class" gets accurately reflected in the proposed brackets. And if you're retiring soon, should you put it on hold until the tax situation works itself out?

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Mailbag: TSPs, LTC, DIY

Answering your questions about long term care, TSPs, and do-it-yourself investing.

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Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

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Opportunities For Improvement

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.

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Putting Tax Code Proposals In Context

Learn about the historical contexts and regional perspectives on current federal tax code proposals.

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