One of the biggest and most common mistakes that investors can make, especially at and near retirement, is considering all of their total assets as a single bucket of money. This one lump sum may be responsible for providing income, growth, major medical expenses and Long-Term Care protection, inheritance, and more. The fact is there…

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When is the last time you closely reviewed your investment strategy? Often times an investor will pick an investment allocation and set their savings on autopilot. While this can be a great routine to create healthy savings habits, it is important to periodically check in to be sure what you own is in line with…

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