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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.