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Personalize Your Social Security Payout Strategy

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Only you can decide if claiming Social Security at age 62 or waiting to claim later makes more sense. Lifestyle and philanthropic intentions, marital and employment status, and gender are all factors.  When do you claim?  If you’re in a position to think through your Social Security claiming schedule, do it. It could mean thousands…

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Invest In What Matters to You

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If you’re seeking the ability to align your financial goals with your personal values and social concerns that are important to you, social impact investing (SII) may be a consideration for your portfolio. “Socially-responsible, sustainable, values-based, ethical, green, ESG (Environmental, Social, Governance), and impact” are some of the many terms commonly used to describe social…

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Setting Personal and Family Wealth Goals

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There’s a Finnish quote, “Happiness is the place between too little and too much.” In our culture that’s so driven by having more, no matter what we already have, this can be a smart and helpful bit of advice. For families just starting to plan their financial priorities, budgeting can be a balancing act: paying…

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To Be Active or Passive, That Is the Question

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Active investing or passive investing. It’s an ongoing debate, and here, briefly, is what’s behind it. Active investing involves the skills of an investment manager who seeks to generate greater returns than a market benchmark or index and may pursue other goals, such as risk reduction and income enhancement.  A passive manager’s investment strategy, on…

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