Articles

Investment Management
Blog
Mark Lund

Annual Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Mark K. Lund, Investment Advisor What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building

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Investment Management
The Effective Investor Newsletter
Mark Lund

Rebalancing Your Portfolio


Should investors make regular adjustments? Provided by Mark K. Lund, Financial Planner Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the

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Investment Management
Blog
Mark Lund

Systematic Withdrawal Strategies

Should you arrange automatic distributions from your retirement or investment accounts? Provided by Mark K. Lund, Investment Advisor Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This is why some retirees choose to make systematic withdrawals. Just as they contributed a

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Investment Management
Blog
Mark Lund

That First RMD from Your IRA

What you need to know. Provided by Mark K. Lund, Financial Planner When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If you fail to take your annual

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Investment Management
Blog
Mark Lund

Retirement Wellness

Staying healthy could save you some money. Provided by Mark K. Lund, Financial Advisor How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. Each year, Fidelity Investments presents an analysis of

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Investment Management
Blog
Mark Lund

Inventorying Your Possessions

It is helpful for insurance purposes. Provided by Mark K. Lund, Financial Planner It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory. Creating an inventory may take a

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