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In 2013, the Dow Jones hovered near an all-time high, and investors got pretty nervous.  One of the most common questions we received during that time was  — “When is the next

First time experiences tend to provide people with a lot of anxiety. The uncertainty of the experiences leads to the anxiety. The unfamiliarity with the

President Obama recently unveiled a new retirement savings vehicle called the myRA. This new program joins three other tax-advantaged ways to save: the Individual Retirement Account or IRA; the Roth IRA,

Change is a scary thing for most individuals. The unknown outcomes or consequences that come with change tend to keep people status quo. That only seems

So, what did you think of this year’s Super Bowl commercials? There were many good ones ranging from the Bud Light ad starring Arnold Schwarzenegger

Traffic—I hate it and I don’t believe there are many people that enjoy a nice bumper-to-bumper ride into the office. To me, there are two ways

These secrets come from a survey our team conducted on more than 1350 people in 46 states. The purpose was to determine the financial, investment,

What do your personal finances have in common with the U.S. economy?  Both are heavily impacted by energy costs and home prices. In recent years

My health insurance company recently dropped me a line to say that Piedmont Hospital – the source of most of my family’s medical care —

This world seems to be one where benchmarking is routine. We always want to know where we stand relative to others or where our team

I recently finished the first draft of my new book, which was heavily influenced by a national survey I did on the behavior of retirees.

What Lies Ahead? Here’s our outlook for what to expect now that we’ve wrapped up 2013 and are heading into 2014. One for the Record