Category: financial planning
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Donor-Advised Funds: Your Best Charitable Giving Option
As a smart investor, you want to maximize opportunities to grow your wealth and to take advantage of every financial tool available to make that...
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16 Things You Can Do to Prepare for the Next Recession
Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car, at...
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Attorneys: Are Your Emergency Funds Ready for a Recession?
It’s ironic. As an attorney, you’re constantly counseling clients on how to manage the never-ending curve balls that come their way. This leaves you precious...
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How to Prepare for the Retirement Apocalypse
Riding Past the Five Horsemen of the Retirement Apocalypse The “Five Horsemen” in this reference symbolize the challenges that come to those facing retirement. If you’re...
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What is Your Retirement Planning Readiness?
When assessing their retirement income planning strategy, most people want to maintain their current standard of living after they retire. That’s why they are saving...
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Monte Carlo Analysis: Relatively Reliably Answers How am I Doing so Far?
If there’s one question on every investor’s mind, it goes something like this: “How am I doing so far?” This universal query is especially relevant...
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Do You Want to be Prepared for an Uncertain Future?
We invited our friend and colleague Larry Swedroe, the Chief Research Officer for the BAM ALLIANCE to lead a panel discussion at our office Friday,...
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Why it (Literally) Pays to Work with an Independent Insurance Agent
“You rate!” is usually a compliment – but not when it comes to life insurance rates. As I’ll explain in a moment, YOU may think you’re...
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Are Your Household Finances a Ticking Time Bomb?
Managing a household is challenging enough without having a time bomb in your basement. You ignore it as best you can, but it’s probably causing...
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Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
When it comes to financial service providers, good balance is hard to find. Hire a huge conglomerate, and you risk becoming just another row on...
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Meet Cogent’s New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth...
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What’s Missing From Your Financial Experience?
In the course of our business, we talk to a lot of people about their financial experience so far. You know what we often find...
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