Author Archives: matthewcurry1

Four Words You Shouldn’t Believe

These are the words that make investors irrational.  “This time is different.” Beware those four little words. They are perhaps the most dangerous words an investor can believe in. If you believe “this time is different,” you are mentally positioning … Continue reading

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Should You Retire Now, Or Later?

Should You Retire Now, Or Later? Financially, there are reasons why you may want to work a bit longer.                       The case for working past 65. Increasingly, baby boomers are urged … Continue reading

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Required Minimum Distributions

A reminder about mandatory withdrawals from IRAs & other retirement plans.                    Just what is an RMD? After you turn 70½, the IRS requires you to withdraw some of the money in most … Continue reading

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Are Your Children Financially Literate?

New Approaches to a Changing Problem. How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about … Continue reading

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Potential Sources of Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide. … Continue reading

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Socially Responsible Investing

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to … Continue reading

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Distribution Funds: Putting Income on Autopilot

As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process. Distribution funds are actively … Continue reading

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