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Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
Tags: [Consumer confidence, financial markets, consumer spending] ...
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Establishing a Budget
(McNeely Content/Blog)
Tags: [Evaluate your budget, Monitor your budget, Establishing a Budget, Examine your financial goals, Identify your current monthly income and expenses] ...
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Shopping for an Annuity
(McNeely Content/Blog)
Tags: [Financial stability, Annuities] ...
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How safe is your retirement plan?
(McNeely Content/Blog)
Tags: [retirement, iras, ira, qualified retirement plans, rollover, financial planning, risk management] ...
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Why Use a Financial Advisor?
(McNeely Content/general)
Tags: [McNeely Financial Strategies, The Key to Financial Success, plan for life, Financial Planning] ...
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Financial Planning
(McNeely Content/services)
Tags: [financial plan, financial goals, asset allocation, retirement planning, college planning, estate planning] ...
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Economic News Pushes Market Averages Down for August
(McNeely Content/Blog)
... can sometimes be interpreted as a sign that corporate CEOs see bargains in the market. Although August was a difficult month for equities, there are always opportunities in the financial markets. If you'd ...
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Stocks Drop Sharply on U.S., Global Economic Worries
(McNeely Content/Blog)
The major financial indices retreated into negative territory for the year Wednesday as a weaker outlook from the Federal Reserve and reports of a slowdown in factory output in China softened investor ...
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Financial Markets Turn Positive Even as Economic Recovery Slows
(McNeely Content/Blog)
The major financial indices finished the month mixed, but results for July overall were generally encouraging. A considerable amount of territory lost in the May and June market decline was recovered, ...
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Budgeting
(McNeely Content/Blog)
... measure your progress. How does the budgeting process work? The budgeting process begins with gathering the data that makes up your financial history. Next, you use this information to do a cash flow ...
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Establishing a Financial Safety Net
(McNeely Content/Blog)
In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish ...
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Establishing a Budget
(McNeely Content/Blog)
... you reach your financial goals. Examine your financial goals Before you establish a budget, you should examine your financial goals. Start by making a list of your short-term goals (e.g., new car, vacation) ...
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Trust Basics
(McNeely Content/Blog)
... trust with your attorney and financial planner before you proceed: * A trust can be expensive to set up and maintain--trustee fees, professional fees, and filing fees must be paid * Depending ...
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Annuity Distributions
(McNeely Content/Blog)
... annuity, or from your financial professional. You should read the prospectus carefully before you invest. Certain riders and options relating to immediate annuities may be available for an additional ...
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Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... 10 years helping clients plan for their financial futures. For me, it’s very fulfilling when my knowledge and experience can help someone else reach and exceed their goals. I take a comprehensive view ...
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Health Insurance in Retirement
(McNeely Content/Blog)
... with a financial professional or an attorney experienced in Medicaid planning. The rules surrounding this issue are numerous and complicated and can affect you, your spouse, and your beneficiaries and/or ...
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Evaluating a Job Offer
(McNeely Content/Blog)
... to move up in the company. This includes determining what the company's goals are and the type of employee that the company values. Personal and professional consequences Will you be better off financially ...
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Shopping for an Annuity
(McNeely Content/Blog)
Although many insurance companies offer annuities with the same (or at least similar) features, that doesn't mean that all products and all companies are the same. As with all financial products, you should ...
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Understanding Long-Term Care Insurance
(McNeely Content/Blog)
... is often very expensive. Although Medicaid does cover some of the costs of long-term care, it has strict financial eligibility requirements--you would have to exhaust a large portion of your life savings ...
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The Roth 401(k)
(McNeely Content/Blog)
... Your investment horizon and projected investment results are also important factors. A financial professional can help you determine which course is best for you. Whichever you choose--Roth or pretax--make ...
