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The habits that we’ve formed over our lifetimes help define us. We have physical habits, mental habits, habits of character, personal hygiene habits, and productivity habits. We have good habits, and we have bad habits.

Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—more than 9,000 days to wake up, greet the dawn, and then . . . What?

In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.

We look forward to getting to know you, answering your questions, and working together to develop a plan that’s designed to meet your individual financial wellness and retirement savings goals. It all starts with a simple appointment. Click below to schedule a 30-minute call with one of our expert advisors. Tip: So that we may...

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.  Important Information This calculator is a tool for you to estimate your needs at retirement based on your own personal assumptions. However, this is not intended to be an exact analysis of your...

This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to save for your child’s education needs. For those dealing with student loan debt, we will discuss tips and available programs to help manage that debt and keep you saving for retirement and other financial goals.

Falling in love and getting married is a wonderful experience.

Asset allocation can help you manage the type of risk investors face in their portfolio's. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.