Protecting What Matters: Why Insurance May Be a Key Piece of Your Family’s Financial Plan
The United States has a significant life insurance coverage gap. Millions of American adults either need to establish a life insurance policy or...
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The Gen X Social Security Squeeze
If you’re a Gen X-er like me, you’ve probably noticed something unsettling about your retirement planning: you’re the first generation that will retire...
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The Great Wealth Transfer: How to Equip the Next Generation for Sustained Financial Success
Recently there’s been a statistic going around the financial press that the Boomers and Silent generation control over 50% of the net worth...
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Strategic Gifting
With year-end around the corner, gifting season is upon us. Many people will work to ensure they process a planned gift by the...
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How to Spot the Scams Draining Billions from Consumers
Over $12.5 billion was lost to fraud in 2024 – a 25 percent increase over 2023, according to the Federal Trade Commission. More...
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Surviving Spouses: More Flexibility on How to Commingle Retirement Accounts Means More Decisions to be Considered.
Making financial decisions after a spouse dies can obviously be overwhelming. Grief can cloud judgment, unfamiliar responsibilities may arise, and complex paperwork can...
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Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
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Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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How the Fed Affects Mortgage Rates
The Federal Reserve raised rates 11 times total between 2022-2023, and the first rate cut has been long anticipated as we’ve waited to...
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