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Funding Your Child’s Future: Education Savings Options by Anita Srivastava
For today's parents, planning for your child's college years often begins long before your student starts filling out college...


Do You Know Where Your Retirement Savings Are? By Anita Srivastava
Maintaining multiple retirement accounts may incur avoidable fees and make it difficult to track performance. Consolidating your accounts...


Need More Money? Four Moves to Consider by Anita Srivastava
Regardless of whatever else may await you in life, saving for the future could be one of your biggest financial challenges. That’s why...


Retirement Planning for Dual-Income Households by Anita Srivastava
Dual-income couples face many complex challenges as they plan for retirement. The typical American family reflected in iconic television...


Adding Diversification with Liquid Alternatives by Anita Srivastava
For most investors, alternative investments bring to mind complex investment strategies available only to institutions and the...


Active vs. Passive Funds: It’s More Than Just Fees by Anita Srivastava
This article considers how actively managed funds have fared versus passive funds, i.e., those mirroring a benchmark or index, and how...


Market Timing is a Losing Game by Anita Srivastava
Studies have shown that trying to time market entries and exits rarely pays off and may, in fact, lead to investment losses. Market...


Putting Financial News – Good or Bad – In Context by Anita Srivastava
Investors’ reaction to economic news can be baffling. For example, positive economic announcements, such as an uptick in gross domestic...


Your Annual Review Checklist by Anita Srivastava
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here...


Planning for Incapacity by Anita Srivastava
A life-changing illness or injury that takes away the ability to communicate is not something we like to think about, yet the likelihood...


Helping to Care for Aging Parents by Anita Srivastava
Many baby boomers are finding that their aging parents are in need of health care assistance. Luckily, there are many options available...


Important Financial Planning Steps for Recent Widows and Widowers by Anita Srivastava
​ Losing a spouse is emotionally draining and can make it hard to focus on financial matters. Yet not addressing them often just...
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