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Taxes

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Retirement

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A Federal Wealth Tax Has Been Introduced in the Senate.
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Investing

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February 2021 Economic Predictions
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January 2021 ECONOMIC UPDATE
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Coronavirus
Financial Planning
Education
Government

Understanding Inflation in 2021: What Investors Need to Know.

Apr 19, 2021 | 0

Following a year of economic instability, it appears that many of us are turning our attention to...

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January 2021 ECONOMIC UPDATE
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You’re Biased Toward Your Own Money

Jun 2, 2021 | 0

In one way or another, we all have a complex relationship with our own money. Because of that,...

Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
May 12, 2021 | 0
Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?
Apr 28, 2021 | 0
Understanding Inflation in 2021: What Investors Need to Know.
Apr 19, 2021 | 0
Five Key Lessons to Learn Before You Retire
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Nov 24, 2020 | 0

You have a grandchild—congratulations! Whether you’re a new grandparent or have been one for...

Teachers, Administrators, and Government Employees Face Perilous Futures
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5 Retirement Myths Debunked
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Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?

Apr 28, 2021 | 0

On March 31, the Biden administration announced their proposal for a $2.2 trillion infrastructure...

A Federal Wealth Tax Has Been Introduced in the Senate.
Apr 14, 2021 | 0
13 Ways to Keep Your Finances Secure Online
Mar 31, 2021 | 0
February 2021 Economic Predictions
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Will Your Family Be Alright When You’re Gone? Estate Planning 101
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All

Give the Gift of Financial Knowledge: Best Books for Young Investors

Give the Gift of Financial Knowledge: Be...

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Top Healthcare Costs in Retirement

Top Healthcare Costs in Retirement

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5 Compelling Reasons to Consider Working in Retirement

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Celebrating National Small Business Week: What to Know About Investing in Small Businesses

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Labor Day 2021: 5 Ways to Better Your Work-Life Balance

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How to Create an Estate Plan

How to Create an Estate Plan

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The Economic Impact of Hurricanes: Protecting Yourself & Your Home

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5 Myths About Generational Wealth

5 Myths About Generational Wealth

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Gifting vs. Inheritance: Which Is Better For My Beneficiaries?

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Could Inflation Affect Your Retirement Plans?

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Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

Family Caregivers Deserve Recognition: S...

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Generational Wealth Planning

Generational Wealth Planning

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Everyone is Talking About NFTs

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Five Techniques to Overcome Financial Stress

Five Techniques to Overcome Financial St...

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Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

Bill & Melinda Gates Are Divorcing:...

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LLC, C-Corp or S-Corp? A Guide to Protecting Your Business Assets

LLC, C-Corp or S-Corp? A Guide to Protec...

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A Federal Wealth Tax Has Been Introduced in the Senate.

A Federal Wealth Tax Has Been Introduced...

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Five Key Lessons to Learn Before You Retire

Five Key Lessons to Learn Before You Ret...

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13 Ways to Keep Your Finances Secure Online

13 Ways to Keep Your Finances Secure Onl...

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What if You Retire in a Recession?

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Tax Preparation vs Tax Planning: Which is Right for You?

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Retirement is For Freedom

Retirement is For Freedom

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Retirement Happy Factor: Guaranteed Lifetime Income

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February 2021 Economic Predictions

February 2021 Economic Predictions

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Will Your Family Be Alright When You’re Gone? Estate Planning 101

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The Cost Of Doing Nothing Is Your Retirement

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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The Best Retirement Tax Workaround

The Best Retirement Tax Workaround

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January 2021 ECONOMIC UPDATE

January 2021 ECONOMIC UPDATE

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The Four Biggest Mistakes a Retiree Can Make

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Retirement Income Road-Mapping for a New Era

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Teachers, Administrators, and Government Employees Face Perilous Futures

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What if Someone Younger Takes My Job?

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5 Easy Ways to Protect Against Identity Theft

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Create YOUR Ideal Retirement Strategy

Create YOUR Ideal Retirement Strategy

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Your Extended Care Strategy

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What’s Your Healthcare Plan?

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Estate Planning Checklist

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Pros and Cons of 401(k) Loans

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DON’T PANIC! Try These Practical Steps

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Determine Your Risk Tolerance

Determine Your Risk Tolerance

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Inherited Accounts Under the CARES Act

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Everything You Need to Know About the Stimulus Checks

Everything You Need to Know About the St...

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The 2020 RMD Rundown

The 2020 RMD Rundown

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Is COVID-19 “pulling the shades down” on your retirement?

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Homeowners Won’t Want to Miss This!

Homeowners Won’t Want to Miss This!

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5 Retirement Myths Debunked

5 Retirement Myths Debunked

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Top 3 Mistakes to Avoid During A Bear Market

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A Quick Guide to Micro Investing

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Recent Posts

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