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In finance, a "downward revision" is often a fancy way for corporations or governments to say things aren't turning our as well as we thought they would.
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Wheeler Financial, founded in 2007, carries on its legacy of delivering a transparent and friendly approach to wealth management.
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As you are budgeting for retirement, what does it look like? How you spend your time will affect how you spend your money. Reading this article got me thinking more about my retirement, albeit likely 20+ years from now!
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If you need to update your estate planning, take a look at this Raymond James piece first.
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This detailed statement helps you review your portfolio's progress toward your goals offers important information about your accounts. The Raymond James Comprehensive Statement provides in-depth information about your overall portfolio...
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As you prepare to start claiming benefits, be sure to ask yourself these questions. In 2018, about 63 million Americans will receive approximately one trillion dollars in Social Security benefits. If you are planning to join that total...
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More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, people who haven’t yet retired estimate they’ll spend approximately $50,000 on health care after retirement...
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The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires. Many pet owners see their beloved animals as a part of the family – but if...
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Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement age at 65, it also provides a significant portion of today’s retirees’ incomes. Retirement and Social...
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