The Wealth Report: Dividend Stocks for Retirees

Long-term investing through dividend stocks has been a reliable method to help build wealth. If you’re investing with the goal of providing retirement income in the future, dividend stocks offer an interesting option for your equity allocation. These stocks tend to be issued by high-quality companies that are well-established in their industries and appear to…

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The Wealth Report: Speculator or Investor

Speculation can be fine now and then, if you have the money to lose. But investing involves knowing the fundamentals of a company and making wise, evidence-based decisions. Take the popularity of bitcoin — a prime example of speculating, not investing. Click to Read More.   David Bach, co-Founder or AE Wealth Management Media Segments…

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A quick guide to retirement

It may be easy to dream about what life in retirement will be like, but in reality, it’s never too early to start thinking about your financial future. Here are some common questions about planning for retirement. How much money should I save for retirement? We recommend saving as much as you can, but you…

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The Wealth Report: Tariffs and Investment Strategy

Overview In an effort to establish a new global trade policy, the Trump Administration announced it would impose a 25 percent tariff on imported steel and 10 percent on aluminum. That dictum was shortly followed up with an additional 25 percent tariff on approximately 1,300 Chinese exports worth about $50 billion annually. Free Trade These…

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Reasons to consider hiring a financial advisor

Navigating financial decisions can be difficult and daunting, which is why many people turn to a financial advisor for guidance. A financial advisor can help with things such as budgeting, planning for retirement, asset protection, savings, investment management, and tax strategy. Many individuals and families debate whether hiring a financial advisor is necessary or worth…

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The Wealth Report: Tax Bill Considerations for Retirement Planning

Overview Widespread tax cuts generally result in a marked decline in government revenues and/or cutbacks in services or other areas. One area Congress considered cutting back was the amount of tax-deferred contributions that workers could make to employer-sponsored retirement plans. One proposal recommended scaling back contributions from the current limit of $18,000 a year to…

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How to make your savings last after retiring

Retirement, though planned, can still feel like uncharted territory when it comes to savings. Retirement age hasn’t changed much over the past 20 years but people are undoubtedly  living longer than ever before, meaning that retirement savings must span an even longer period of time. We want to share a few easy tips on how…

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