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Time to Review Your Investment Strategy for the Year

It's this return objective that you should evaluate over time not the return of an arbitrary benchmark that isn't personalized to your goals and risk tolerance.

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Can You Afford to Retire Early?

If so, you'll need to plan ahead because a successful early retirement can't be achieved through last-minute moves.

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Consider These Year-End Tax-Smart Financial Moves

The filing deadline for the 2017 tax year is April 17, 2018, but until that date and especially before the end of the calendar year you may want to explore some tax-smart financial moves.

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Williamstown Record Store Owner Looking to Sell Business, Retire

March has sold plenty of LPs and compact discs in 40 years at Toonerville Trolley Records on Water Street, but his days at the location are coming to an end.

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Required Withdrawals from Retirement Plans: What Should You Know?

To begin with, withdrawals from traditional employer-sponsored retirement plans like these fall under the Internal Revenue Service's "required minimum distributions" (RMD) guidelines. (You aren't required to take these distributions from a Roth IRA.)

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Put Lessons From 'Retirement Week' to Work

First of all, save early and save often. Too many people put off saving for retirement until they are in their late 40s and even their 50s. If you wait until you are in this age group, you can still do quite a bit to help build the resources you will need for retirement but it will be more challenging than if you had begun saving and investing while you were in your 20s or early 30s.

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Consider Multiple Factors When Creating Retirement Plans

Not surprisingly, your retirement date likely will be heavily influenced by your financial situation so, if you have to keep working, that's what you'll do. But if you have a choice in the matter, your decision could have a big impact on your investment strategy.

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Can You Save for College and Retirement?

Your first step in addressing these objectives is to maintain realistic expectations. Consider the issue of paying for college. Right now, the average four-year cost (tuition, fees, room and board) is about $80,000 for in-state students at public universities and approximately $180,000 for private schools, according to the College Board. And these costs are likely to keep rising in the years ahead

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How Can You Leave the Legacy You Desire?

Of course, "legacy" can mean many things. In the broadest sense, your legacy is how you will be remembered by your loved ones, friends and the communities to which you belong. On a practical level, establishing your legacy means providing your family and the charitable organizations you support with the resources you would like them to have.