Financial Living Blog

2021 End-of-the-Year Financial Checklist

Nov 19, 2021 9:04:09 AM

Your finances don’t necessarily follow the calendar, but some parts of the year are better for financial housekeeping than others. With tax season around the corner, the end of the year is a great time to review your finances and plan for the new year ahead.

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How Big of a Threat Is Inflation Now?

Nov 10, 2021 10:08:57 AM

“Inflation is caused by too much money chasing too few goods.” -Milton Friedman

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What to Do If You Have Too Much Cash

Oct 27, 2021 12:01:32 PM

Yes, you read the title right. Too much cash. Some of you may be thinking: how can anyone have too much cash? To put it one way, cash is a financial asset, but it’s not always an asset to your finances.

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4 Advance Capital Advisors on Forbes 2021 Top Next-Gen List

Sep 28, 2021 9:00:53 AM

We are happy to recognize four Advance Capital Management financial advisors – Ryan Sheffer, Michael Hohf, Daniel McHugh and Terra Hohf – have been named to Forbes magazine’s 2021 Top Next-Gen Wealth Advisors list.

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Playing It Too Safe? What a Safe Withdrawal Rate Should Really Mean

Sep 1, 2021 10:59:40 AM

A variety of events can adversely impact your retirement, from unexpected expenses, such as high medical or caregiving costs, to a stock market downturn. So can the fear of spending in retirement. If you don’t use your retirement savings, you can almost guarantee living a lower lifestyle than you could otherwise. That’s why a safe withdrawal rate isn’t 0%.

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8 Easy Ways NOT to Achieve a Comfortable Retirement

Aug 27, 2021 7:44:22 AM

We all want to achieve a comfortable retirement: to have full control over our time to do what we want whenever we want for however long we want. Or, do you?

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9 Essential Money Moves to Make If You’re Laid Off

Aug 11, 2021 11:01:18 AM

A layoff or buyout offer – voluntary or involuntary – is a difficult experience.

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Long-Term Care: 5 Facts You Must Know

Aug 4, 2021 9:33:25 AM

On the list of top retirement planning goals, long-term care funding for many people is probably near the bottom. Who wants to think about spending time in a nursing home instead of time in a vacation home? But as the life expectancy of older adults rises, almost everyone should consider having some kind of plan in place.

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Coping with the Financial Tasks of Losing a Loved One

Jun 30, 2021 7:45:02 AM

Losing a loved one is a difficult experience in many ways. It hurts emotionally, it hurts physically and, unfortunately, it often hurts financially.

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Switching Jobs? Don’t Leave Your Old 401(k) Behind

Jun 16, 2021 8:25:29 AM

Generally, one of the biggest retirement mistakes you can make is to leave an old 401(k) behind at a previous employer. Yet, people often make this mistake when switching jobs or retiring.

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