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Retirement

Financial Planning

Should you use a robo-advisor?

If you have a relatively simple portfolio, a robo-advisor could do the trick

Should you use a robo-advisor?

Retirement

How do I calculate my retirement income?

A good way to get a ballpark figure is using the rule of 25

How do I calculate my retirement income?

Investing

Should I pay my mortgage faster or invest more?

Factor in your priorities and come up with an answer that fits you

Should I pay my mortgage faster or invest more?

Financial Planning

Why is fee disclosure important?

How your advisor talks to you about fees can say a lot

Why is fee disclosure important?

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Retirement

How do I mentally prepare for retirement?

Saving is important but so is enjoying your retirement years

How do I mentally prepare for retirement?

Financial Planning

Why is it important to maintain asset allocation?

Sticking to a plan may help you weather the market storm

Why is it important to maintain asset allocation?

Investing

What’s the role of gold in a diversified portfolio?

Gold is not usually recommended, here's why

What’s the role of gold in a diversified portfolio?

Bonds

What should I know about investing in bonds?

How long you plan to hold onto the bond can make a difference

What should I know about investing in bonds?

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ETFs

Are ETFs or mutual funds better for diversification?

Mutual funds are great but ETFs do have one advantage

Are ETFs or mutual funds better for diversification?

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