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Annual Financial Check-Up

The Annual Financial Check-Up

Don’t ignore it. Here’s why.

 

Presented by Exemplar Financial Network

 

bigstock-Financial-health-of-the-dollar small.jpgHere’s the scenario … you get a card in the mail, one of those little reminder

s that tells you it’s time for your annual financial checkup. Your reaction: I’ll take care of that later. Here’s why you should look forward to it.

 

Long-Term Investment Truths

 

Long-Term Investment Truths

Key lessons for retirement savers.

 

Provided by Exemplar Financial Network

 

bigstock-Long-vs-short-term-words-on-a--small.jpgYou learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others you glean along the way.

Protecting Yourself Against Cyberattacks

Protecting Yourself Against Cyberattacks

How vulnerable is your data?

 

Provided by Exemplar Financial Network

 

bigstock-Hacker-In-Work-small.jpg25% of Americans were cyberhacked between March 2014 and March 2015. The American Institute of CPAs announced that alarming discovery in April, publishing the results of a survey conducted by Harris Poll. Disturbing? Certainly, but the instances of pre-retirees being victimized were even greater – 34% of adults aged 55-64 reported having their data stolen or compromised within that period.1

Investors Beware: The Media Noise can be Deafening

bigstock-Display-of-Stock-market-quotes-small.jpgMost people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations.

The New Gradual Retirement

 

The New Gradual Retirement

Working a little (or a lot) after 60 may become the norm.

 

Provided by Exemplar Financial Network

 

bigstock-Writing-retired-and-enjoying it small.jpgDo we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center for Retirement Studies which gauges the outlook of American workers. It found that 51% of us plan to work part-time once retired. Moreover, 64% of workers 60 and older wanted to work at least a little after 65 and 18% had no intention of retiring.1 

Mid-Life Money Errors

Mid-Life Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions.

 

Provided by Exemplar Financial Network

 

bigstock-Piggy-Bank-With-An-Hour-Glass small.jpgBetween the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common money blunders and harbor financial assumptions that may be inaccurate.

 

These errors and suppositions are worth examining, as you do not want to succumb to them. See if you notice any of these behaviors or assumptions creeping into your financial life.

 

Estate Planning for Your Digital Assets

Estate Planning for Your Digital Assets

Have you addressed this issue?

 

Provided by Exemplar Financial Network

 

woman at computer small.jpgSocial media and email accounts. Creative works, photos and keepsakes kept on home computers, the cloud or external storage drives. E-commerce accounts. Domain names. Bitcoin. These are all examples of digital assets. You will manage them closely as long as you live – but what will happen to them once you die?

Investing in Agreement With Your Beliefs

 

Investing in Agreement With Your Beliefs

The case for aligning your portfolio with your outlook & worldview.

 

Provided by Exemplar Financial Network

 

bigstock-Meditation-And-Relaxation-On-small.jpgDo your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral and spiritual tenets that guide their lives.     

 

Sir John Templeton stands out as an example. Born and raised in a small Tennessee town, he became one of the world’s richest men and most respected philanthropists. Templeton maintained a lifelong curiosity about science, religion, economics and world cultures – and it led him to notice opportunities in emerging industries and emerging markets (like Japan) that other investors missed. Believing that “every successful entrepreneur is a servant,” he invested in companies that did no harm and which reflected his conviction that “success is a process of continually seeking answers to new questions.”1

The Very High Cost of Waiting to Save for Retirement

Planning a Family: What to Save for Right Now

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