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Posts about Investing & Retirement (2)

A social security card on a pile of documents.

5 Important Facts You Should Know About Social Security & Retirement

By: American Heritage 04.25.24 4 minute read Investing & Retirement

Whether you’re just a few years or even a few decades away from retirement, you want to make sure you can live comfortably when you do retire. First enacted in the 1930s, America’s Social Security program protects people against the loss of earnings due to retirement, death, or disability. But Social Security was meant to be a foundational element of planning for retirement, not the only source of income after retirement. Here are five important facts about the program:

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Pile of bright gold bars

10 Facts About Gold for Saint Patrick’s Day

By: American Heritage 03.14.24 3 minute read Investing & Retirement

This Saint Patrick’s Day, you might be hoping to find your very own pot of gold at the end of a rainbow. Maybe you’re wondering how gold got to be such a hot commodity in the first place. In this post, we’ll share 10 fascinating facts about this most famous of precious metals, including some tips for those who are curious about gold as an investment.

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IRAs: Understanding Retirement Saving Options

By: American Heritage 02.22.24 4 minute read Investing & Retirement

Retirement is the long-awaited reward after a life of hard work—a time to devote to yourself, your loved ones, and your dreams. An individual retirement account can be an essential tool in your retirement savings strategy, helping ensure your finances can support you throughout your golden years.

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Build Your Savings with Certificates

By: American Heritage 12.07.23 5 minute read Investing & Retirement

Want your savings to earn more than they would in a traditional savings account, without taking on risk? Then you may want to look into opening a certificate. If you do your banking at a credit union, you may also know them as share certificates, or as certificates of deposit (CDs) at a bank.

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Insurance Needs Assessment: Married With Children

By: American Heritage 08.31.23 2 minute read Investing & Retirement

A growing family, by definition, means growing financial obligations—both present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. If you haven't evaluated your family's insurance plans in a while, a new life milestone is a good opportunity to do so. Join us in walking through the different types of insurance you may hold and how your needs may change with time.

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older-couple-looking-at-their-statement

Investing Safely: Recognizing Ponzi Schemes

By: Holly Love 12.08.22 4 minute read Investing & Retirement Security

If it sounds too good to be true, it probably is. If someone asks you to invest and promises impossible returns on your money, such as guaranteeing that your money will be doubled or tripled with no risk, it’s probably a Ponzi scheme. Knowing how to recognize different types of fraud is a key component to financial literacy. There are many types of investment scams, but one of the most famous is known as the Ponzi scheme.

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Couple looking at their finances on iPad

Product Spotlight: Bump-Up Certificates

By: Holly Love 03.24.22 2 minute read Investing & Retirement Product Spotlight

When it comes to saving, the way you choose to save will greatly influence your return on investment. Aggressive options may have the highest yield while posing the greatest risk of loss, where conservative saving options offer a slower, but risk-free return. Certificates of deposit, also known as just certificates, are in the latter group and provide a safe way to grow your funds over time. To explore this savings option, continue reading.

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Don't Wait to Get Your Estate Plan in Order

By: American Heritage 10.14.21 3 minute read Investing & Retirement

When should you start thinking about your estate plan? According to many experts, the answer is as soon as you’re an adult. However, only 1 out of 4 adults has taken care of estate planning essentials like creating a will. If you’re not one of them, it’s time to start thinking about your estate plan.

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