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Investment Risk Management

It is one thing to understand the universe of investing, but it is another thing to know how to work with it. The universe of investing tells us that any investment that yields more than the safe rate of return comes…

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Working Beyond the Age of 70

There are many benefits to working beyond the age of 70, the greatest of which is that those who work later in life—and enjoy what they do—often experience good health. If, however, a person does not enjoy the work that…

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Is It the Chicken or the Egg?

Which came first, the chicken or the egg? This age-old question can be adapted to many questions on origin, including financial planning. Financial planning’s “chicken and egg” question is: Is it about saving or spending less that brings forth financial…

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