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Weekend Reading: 7 Principles to Help You Create Your Perfect Portfolio

There is no “perfect” portfolio, but there is a perfect portfolio for you. It mirrors your personal values, financial goals and unique situation, which is why we at Howard Bailey focus on developing your financial L.I.F.E. Plan.

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Weekend Reading: Can Your Portfolio Outsmart the Three Fed Bears?

As inflation continues to remain a front-running financial concern of individuals across the U.S., this article takes a look at three outcomes (or Fed bears, told Goldilocks style) that could occur as a result of rising costs.

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Weekend Reading: A Hierarchy of the Value a Financial Advisor Provides

Your financial advisor should be much more than the implementor of your retirement plan. They are your financial thought partner, avid listener and trusted provider of sound, strategic guidance.

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Weekend Reading: The Ethical Will or Family Love Letter: How to Transfer More Than Money to Future Generations

Your legacy plan has the capability to go far beyond tangible materials and wealth assets.

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Weekend Reading: What You're Really Worried About When You're Worried About Money

Does money truly have the power to elevate your life? It can certainly take care of your most basic necessities, but according to Maslow’s Hierarchy of Needs, money has a limit on the amount of happiness it creates.

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Weekend Reading: As You Approach Retirement, C.A.N. You Handle a Market Downturn?

When it comes to volatility and finding a desired risk level within your portfolio, here is a handy acronym we at Howard Bailey even use with the families we meet with: C.A.N. you take the risk? (C-Capacity, A-Attitude and N-Need).

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Weekend Reading: Retirees Should Enjoy Their Savings More, Here's How

If you have secured a retirement plan you feel confident about, it’s time to enjoy the fruits of your labor.

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Weekend Reading: Here's What to Know About Your 2022 Medicare Costs

In addition to a higher COLA for Social Security benefits this year, you can also expect a hike in certain Medicare costs.

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Weekend Reading: The Most-Overlooked Tax Breaks for Retirees

When you’re expecting the assets you have now to last the rest of your life, taking advantage of any and all tax breaks available to you is crucial.

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Weekend Reading: What to Do When Your Married Clients Can't Agree on Retirement Planning

If you and your spouse have differing viewpoints on how to handle your retirement plan, the good news is, you can still find common ground in your strategy while also fulfilling your wishes when it comes to money matters.

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Weekend Reading: How to Avoid Making Reflexive Investment Decisions

The analytical aspect of making investment decisions is often overthrown by our emotions. It’s simply human nature, and it shows up most commonly in the form of bias.

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Weekend Reading: When Advisors Violate Their Fiduciary Duty

At Howard Bailey, we take pride in the fact that our team is held to a fiduciary standard. Simply put, this means we are responsible to act on behalf of our clients, and must continually put their needs ahead of our own.