Investment Planning in Orlando

The perils of investing and politics: Resist the temptation to sell stocks based on election outcome

Article Originally Published on USAToday.com One friend liquidated her entire stock portfolio after President Barack Obama was elected, the other sold out in 2016 after President Donald Trump was elected. Despite my pleas to the contrary, both women cost themselves a cushier retirement not to mention a “forced error” capital gains tax bill. I want …

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Five Investment Tasks to Tackle by Year-End

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks. 1. Evaluate Your Investment …

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Long Term Care Insurance

Should You Buy Long-Term Care Insurance?

The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for you. Who needs it? As we age, the odds increase that we’ll need some form of long-term …

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