Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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How Costly Gaps in Disability Insurance Coverage Can Be Avoided
A big mistake many professionals make with disability insurance coverage is that they take what is offered, and then buy...
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Financial Management for Couples: When a Spender and a Saver Fall in Love
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a...
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Retirement
It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement...
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The Basics of Paycheck Protection Program Loans: Round Two
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses...
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A Quick Guide to Planned Giving
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving...
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Know Your Credit Score
Credit Management in the 21st Century In today’s world, good credit is a necessity. Today, our credit score affects much...
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Tax Planning Basics
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most...
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