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Quote of the Week: Definition of Risk

“Running out of money before you run out of life.” Roy Diliberto, veteran financial planner, Philadelphia PA  

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Quote of the Week: Saving for Retirement

“The amount you save for retirement is far more important than how you invest that money.   … But even the most brilliantly diversified portfolio isn’t going to get the job done if you’re not putting enough into it.”  Suze Orman, O, The Oprah Magazine, January 2012  

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Quote of the Week: Top Financial Blunder

“When asked to select their top financial blunder of 2011, approximately 1 out of 5 workers surveyed by Principal Financial Group said they did not save enough during the year. And 18 percent said increasing debt was their top mistake.” U.S. News & World Report, December 22, 2011

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Secrets to Financial Success: It’s as Easy as 1-2-3

Forget the complicated equations and programs. You don’t need a computer or even a calculator.  One of the most revealing ratios used by financial planners to measure whether you are on track to meet your financial goals is also one of the easiest.  It’s the Assets to Income Ratio, and looks at whether you have […]

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