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1 Are you a snowbird? Protect your finances while you're gone
by Submitted By John A. Westfall · Opinions | December 14th, 2017

Winter is (just about) officially here - but you may soon be leaving it behind if you're a snowbird. When you go, though, you'll want to keep your financial situation from getting caught out in the cold.
2 Time to review your investment strategy for the year
by Submitted By John A. Westfall · Opinions | December 7th, 2017

As the year draws to a close, it's a good time to review your progress toward your financial goals. But on what areas should you focus your attention?
3 Can you afford to retire early? How you can plan ahead
by Submitted By John A. Westfall · Opinions | November 30th, 2017

Some people dream of retiring early. Are you one of them? If so, you'll need to plan ahead - because a successful early retirement can't be achieved through last-minute moves.
4 During the holidays, be extra vigilant about protecting financial data
by Submitted By John A. Westfall · Opinions | November 22nd, 2017

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that's only part of the picture. You also need to protect your financial assets in various ways. One such method is guarding your personal information - especially any information that could be linked to your financial accounts. It's obviously important to be vigilant at any time, but you need to be even more on your toes during the holiday season, when fraudsters are particularly active.
5 How can you share your financial "abundance" with your family?
by Submitted By John A. Westfall · Opinions | November 16th, 2017

Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the spirit of the holiday invites us to be grateful for what we have and for the presence of our loved ones.
6 Required withdrawals from retirement plans: what should you know?
by Submitted By John A. Westfall · Opinions | November 9th, 2017

You may spend decades contributing to your IRA and 401(k). But, eventually, you'll need to use this money. Before that day arrives, you'll want to be familiar with the rules governing withdrawals - and you'll want to know just how much you should take out.
7 Checklist for helping you choose a financial professional
by Submitted By John A. Westfall · Opinions | November 2nd, 2017

For reasons likely to remain obscure, October 30 was Checklist Day. But while the origins of this observance may be a mystery, the value of checklists is clear: They help us organize our time and break large jobs into manageable steps. You can use a checklist for just about any significant endeavor - including the task of choosing a financial professional to help you achieve your important goals.
8 Does market volatility scare you?
by Submitted By John A. Westfall · Opinions | October 26th, 2017

Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and other frightening individuals stopping by your house, exercising their right to demand candy. Fortunately, their appearance will be unlikely to cause you unpleasant dreams. But some people seem to have real fears about other things - such as what may happen in the financial markets. One way to keep those fears at bay is to avoid certain impulsive moves, such as the following:
9 Put lessons from 'Retirement Week' to work
by Submitted By John A. Westfall · Opinions | October 19th, 2017

To raise public awareness about the importance of saving for retirement, Congress has designated the third week of October as National Save for Retirement Week. What lessons can you learn from this event?
10 International investing: still a journey to consider
by Submitted By John A. Westfall · Opinions | October 12th, 2017

Columbus Day is observed on October 9. And while it may be true that Leif Erikson and the Vikings beat Columbus to the New World, Columbus Day nonetheless remains important in the public eye, signifying themes such as exploration and discovery. As an investor, you don't have to "cross the ocean blue," as Columbus did, to find opportunities - but it may be a good idea to put some of your money to work outside the United States.
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