Category: money matters members

Many people enter retirement without a plan. The coble together many types of investments, CD's and annuities, without trusting one advisor group to handle ALL of their plans. This causes errors, loss, excess taxation, and many run out of money. You need one specialist. One quarter-back. One dream team....
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How to Tap Retirement Savings during a Financial Crisis

If your work-based retirement plan allows loans, you typically can borrow up to the lesser of 50% of your vested balance or $50,000. Most loans must be repaid within five years, but if the money is used to purchase a primary residence, the repayment period may be longer. The...
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Financial Stress

Five Steps to Tame Financial Stress Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released...
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Getting Help from a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events,...
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