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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The Basics of Keeping a Balanced Investment Portfolio
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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Money Management 101: Tips for Your Kids Entering the Workforce
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job...
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Navigating Fiscal Dramas and Market Downturns: What You Need to Know
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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Pre-Retirement Preparedness: Planning for Your Career Exit
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
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Retirement as a Single Woman
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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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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Small Business Owner Retirement: Dealing with an Unexpected Exit
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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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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IRS Woes: Don't Let Taxes Derail Your Retirement Plans
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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