Target Date Funds

Given the limited choices offered by many 401(k) plans it takes more more time, energy and effort to decide how best to allocate your retirement savings inside your 401(k), 403(b) and similar type plans. Many investors, especially 401(k) investors, have decided to take the easy way ou
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Tips for Tax Deductions and Credit Planning

Tax season is in full swing – and the federal filing deadline is fewer than two months away on Tuesday, April 18. As you prepare to file your taxes, we want to help you make the most of your available credits and deductions. After all, every dollar you do not spend on taxes is o
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Preparing For The Next 4 Years

As we enter the third week of the Trump Presidency, one thing is for sure: we will be in for an interesting and potentially bumpy ride over the next 4 years. Business as usual is out the window, which depending on who you talk to, is a good thing or a bad thing. Starting well before t
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2017: A Look Ahead

Since the election, we have seen a real run up in the stock market.  It appears that a whole lot of investors are betting that our new President is going to accomplish everything that he has promised and more.  Especially when it comes to our economy. How else can you explai
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What Kind Of Investor Are You?

One of the most important questions we all should have to answer.  What kind of investor am I?  This question is so important because without knowing what kind of investor you are it is impossible to evaluate your investment results or properly answer the question, How am I
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File and Suspend

As part of the last deal to keep the government running, a change was made in the social security system.  A very popular strategy called “File and Suspend” was changed so that many of us will no longer be eligible for the benefit.  The rules for filing a restricted applic
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How Emotions Impact Investment Decisions

We like to think of ourselves as rational creatures. We imagine that most of our actions are motivated by sensible logic. But the truth is that we humans routinely make major decisions largely based on emotion. The more uncertainty in the world around us, the more we rely on emotion o
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Know Your Number

When saving for retirement, how critical is it to know your number? Fidelity, ING and many other Wall Street based financial institutions stress knowing your number. But is that the right way to go about planning for retirement? In a recent Harvard Business Review article, Nobel Prize
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Investment Lessons We Can Learn From The Phillies

With the stock market at record highs, I thought we could take a lesson from the state of the Philadelphia Phillies organization. Given that the Phillies are seemingly full of superstars, why are they struggling? The answer is pretty apparent. Most of their stars are now past their pr
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What Does a Floating BMW Have To Do With Retirement Planning?

A few weeks ago, on a Wednesday, we had a terrible storm that dumped over 5 inches of rain in the Philadelphia area.  During that storm, I was driving through Pennsauken on route 130 South in my new BMW, on my way to downtown Philadelphia. At a dip in the road, there was some water ac
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