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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Charitable Giving: How Your Gift Gives Back in Tax Deductions
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...
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Do You Still Need Life Insurance When You Retire?
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
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Preparing for an Early or Unexpected Retirement
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project...
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