Living the Dream: How to Plan for Your Ideal Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
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Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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More than Finances: The Benefits of Holistic Advice from Financial Professionals
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial...
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Making the Most of Your Tax Return
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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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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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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