A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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IRS Changes Inheritance Rules: Protecting Your Legacy
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes...
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How to Stop Subconsciously Sabotaging Your Financial Goals
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Navigating the Post-Cancellation Era of Student Loans
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
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How to Boost Your Financial Literacy: 5 Simple Tips for Success
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
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