Subhead Resources Virginia

Social Security Benefits Planning

Social Security was originally intended to provide older Americans with continuing income after retirement. It was not...

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Making Decisions About Social Security

Social Security benefits can be a major source of retirement income for many people. Your Social Security retirement...

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Investing for Major Financial Goals

Investing without clear-cut financial goals can be a tricky—and risky—situation. Without a solid plan in place, you may...

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Six Keys to More Successful Investing

Being a successful investor seems easy in theory—you maximize gains and minimize losses. There can be no guarantee that...

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Investing as a Couple: Getting to Yes

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach...

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Conducting a Periodic Review of Your Estate Plan

With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and...

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Key Estate Planning Documents

Estate planning is an aspect of financial planning that some people may not be eager to tackle, as it forces us to...

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Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive,...

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Balancing College and Retirement Preparations

You've been doing the right thing financially for many years, saving for your child's education and your own...

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Account Consolidation Considerations

The trend to have multiple employers and/or investment accounts is one that we see more and more. Gone are the days of...

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