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End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
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Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
