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Inflation and Your Investment Portfolio

What effect does inflation have on your investment portfolio? Have you factored inflation into your long-term financial plan? Featured....

Don’t Buy an Annuity…

Annuities can be complicated  This article in Forbes magazine will help you get the information you need to know about the pros and cons of annuities. The Facts You Need to Know About....

Your Emergency Fund: How Much Is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can....

When Should You Take Social Security?

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, “should you?” Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up to age....

It’s easy to let investments accumulate like old receipts in a junk drawer

Does your investment portfolio resemble a junk drawer — a little of this and a little of that, with no real rhyme or reason? Time to take a look at the big....

There’s an alarming difference between perception and reality for current and future retirees.

Take a closer look at the divide between what some pre-retirees expect and what today’s retirees actually....

Here’s a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact,....

Three Key Questions to Answer Before Taking Social Security

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income....

Asset Allocation

If you live in or have visited a big city, you’ve probably run into street vendors–people who sell everything from hot dogs to umbrellas in carts on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated....

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Three of the most significant stock market drops in the past 25 years had different causes, but they had one factor in common: they caught most people by surprise. Time-tested strategies may prove beneficial as you pursue your investment....

Measuring the Value of a Financial Advisor

What’s the value of a financial advisor? Two studies found that working with a financial professional can result in higher returns and potentially lower personal stress. Lower Stress Seventy-six percent of people within 15 years of retirement are....

How Will Working Affect Your Social Security Benefits?

In a recent survey, 67% of current workers stated they plan to work for pay after retiring.¹ And that possibility raises an interesting question: How will working affect Social Security benefits? To answer that question requires an understanding of....

Social Security Benefits: How Much Will You Receive?

Next to “When should I claim Social Security benefits?” one of the more common questions people have is “How much will I receive?” Calculate Your Average Indexed Monthly Earnings (AIME): The highest 35 years of indexed earnings is added....

What Your Advisor May Not Be Telling You…

Things you’ll never know if you don’t ask. Today Dash Investments discusses the 10 things you need to know about your advisor. Are you working with a Financial Advisor or thinking about hiring one in the future? If so, there are some key....