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Showing 2521-2530 of 4207 results

Newsroom

Pioneer Press: Where’s My Stuff? Spring Cleaning Your Estate Plan

After you’re gone, everything you own becomes your “estate.” This includes your house, car, possessions (even pets), investments, and savings. You need to plan for how these assets are distributed after you’re gone by creating an estate plan. It’s also critical that you maintain a secure document that lets loved ones know how to find your important estate planning documents and financial account information when they need to.

Mar 1, 2024

Newsroom

Pioneer Press: What is a Fiduciary? Do I Need One?

Recently updated research from Vanguard confirms that working with an advisor can potentially add, or even exceed, 3% in annual net returns, than not working with an advisor. Yet only 35% of Americans say they work with an advisor. Why don’t more people want to want to hire a financial advisor?

Feb 16, 2024

Newsroom

Pioneer Press: Is Being a Saver or Spending Wrecking Your Marriage?

More than a third (36%) of adults who are married or in a serious relationship report that money is the single biggest source of stress in their relationship, according to a 2018 Harris Poll/Ally Bank survey. Often, friction can occur when one partner is a saver and the other a spender.

Feb 2, 2024

Newsroom

Pioneer Press: Unpacking Your Retirement Account Options

Planning for retirement often falls to the bottom of the list of priorities, but it’s important not to put off the process. Planning today improves the odds that your savings and investments will help you maintain your desired lifestyle after you stop earning a regular paycheck. By planning early, you’ll also be able to handle the tax bill that likely will come each year after you retire.

Jan 19, 2024

Newsroom

Pioneer Press: The Money Matrix Approach for Sustaining Retirement Income

Most people invest and try to anticipate (or guess) what the stock market, bond market, and interest rates will do, and then change their investment strategy based on where they think the markets are headed. This is a flawed strategy. People who invest based on where they think the stock market, interest rates, or energy prices will go — pick just about any economic variable — will soon become very frustrated.

Jan 5, 2024