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3 Common Retirement Planning Mistakes Fitzwilliams Financial
Retirement Planning

3 Common Retirement Planning Mistakes

Your golden years are a significant aspect of your life that require diligent saving and considerable contemplation. However, the journey towards this phase can be lengthy and complex, filled with numerous decisions and potential missteps.

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How Debt Can Affect Your Retirement Fitzwilliams Financial
Financial Planning

How Debt Can Affect Your Retirement

Many Americans are approaching their golden years with some level of debt. In 2016, nearly 61% of US citizens were transitioning into retirement while still bearing debt.[1] While one might assume that expenses would naturally

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A Crash Course in Treasury Securities Fitzwilliams Financial
Financial Planning

A Crash Course in Treasury Securities

Ever wondered what treasury securities are? What about the difference between a treasury note, a treasury bond, and a treasury bill? Let’s uncover what these securities are so that you can have a sense of

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3 Quick Suggestions for Planning Your Estate Fitzwilliams Financial
Estate Planning

3 Quick Suggestions for Planning Your Estate

Estate planning is a significant undertaking. It gives us a way to transfer what we’ve accumulated throughout our lives to those we hold dear. Passing down properties and personal items can convey familial bonds and

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What’s the True Value of Financial Guidance? Fitzwilliams Financial
Financial Planning

What’s the True Value of Financial Guidance?

If you’ve done any searching on the internet, you’ve probably seen the advice to minimize your financial planning and retirement fees as much as possible. Many outlets for financial explanations and information recommend paying as

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Where Did Pensions Go? Fitzwilliams Financial
Retirement Income

Where Did Pensions Go?

Before 1978, most retirement plans were set up as pensions. Although the term “pension” can colloquially refer to any kind of retirement account, usually what is meant by “pension” is a defined-benefit plan.[1] “Defined-benefit plan”

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