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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Buying Your First Home
One of the biggest decisions you will make in your life is buying a home. While home ownership is not for everyone, home...
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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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How to Protect Your Identity
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15...
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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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How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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