Navigating Medicare Decisions
The retirement planning process can feel overwhelming. For most people,…
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The 2024 Election: What Investors Need To Know
As the 2024 election cycle nears a close, there’s one…
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Getting in Financial Shape: What You Need to Know About Effective Financial Planning
Working out and eating right are important investments in your…
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How Tariffs Would Affect Consumers
If you’re concerned about how President Donald Trump’s new round…
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Personal Finance Calendar – Planning Your 2025
The first few months of a brand new year are…
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What If Your Kid Doesn’t Go to College: Alternative Uses for 529 Plan Funds
A 529 savings plan is a fantastic tax-advantaged option if…
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Understanding Diversification and Building a Resilient Portfolio
While it’s true that investing should be part of any…
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A Closer Look at The U.S. Personal Saving Rate
As you’ve likely noticed, the personal saving rate comes up…
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Preparing for Retirement: The Importance of Catch-Up Contributions
When it comes to retirement planning, there’s no such thing…
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Contribution Rates for 2025: 401(k)s, IRAs, and Catch-Up Contributions
Financial planning in preparation for retirement isn’t something you do…
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Understanding the Social Security Fairness Act
In December 2024, the Social Security Fairness Act was officially…
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Financial Planning for Divorce: Avoiding Common Pitfalls
Divorce is more than just emotional separation. It’s also a…
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