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financial planning

Financial Perspectives from a Professional Golfer

April 18, 2019

Written by Rick McDonald, Financial Advisor I’ve had the honor and good fortune to live two of my life dreams.  First, I became a successful professional golfer.  Then I was able to enter a second career as a financial planner/advisor, in which I get to truly impact people’s lives, helping them reach their goals and…

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Marriage: Entering a New Investment Life

April 30, 2018
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There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…

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Investing as a Couple: Getting to Yes

April 17, 2017
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In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing…

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Setting and Targeting Investment Goals

July 4, 2016
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re…

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All about IRAs

February 24, 2016

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. What types of IRAs…

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Holding Equities for the Long Term: Time Versus Timing

February 15, 2016

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long term is particularly important with stocks. Historically, equities have typically outperformed bonds, cash, and inflation,…

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Monitoring Your Portfolio

February 10, 2016
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You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If…

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

February 8, 2016
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact…

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ABCs of Financial Aid

February 3, 2016
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It’s hard to talk about college without mentioning financial aid. Yet this pairing isn’t a marriage of love, but one of necessity. In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice or even attends college at all. That’s why it’s important to…

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Financial Aid 101

February 2, 2016
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Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. What is financial aid? Financial aid is money distributed primarily by the federal government and…

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