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Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Monday, April 22, 2024

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Wednesday, October 18, 2023

Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. This can be a useful option...

Monday, October 2, 2023

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National...

Wednesday, August 30, 2023

Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to...

Friday, July 7, 2023

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season are over, taxes are complete, and vacation days are scheduled. If you find yourself with some extra time on your hands in the upcoming...

Friday, March 31, 2023

Parents share a lot of private things with their children in the hope that the information will help them grow into successful adults. But there is one topic most parents try to avoid talking about at all costs. And no, it is not what...

Tuesday, March 14, 2023

March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and...

Monday, February 27, 2023

Spring is an ideal time to clean up your finances, clear out the clutter, and get a fresh start. Maybe you have more money left over at the end of the month and could use a budget tweak. Perhaps you have too many expenses in automatic,...

Wednesday, January 4, 2023

January is Financial Wellness Month, which means it’s a good time to remind people to plan and update their financial strategy. Now is a great time to connect with your financial professional to discuss your financial situation...

Friday, December 9, 2022

What has changed for you in 2022?For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes...

Tuesday, September 13, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know. Pell vs. non-Pell: Loan...

Tuesday, April 5, 2022

They’re calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans,...

Tuesday, March 1, 2022

When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer’s ears. That’s because both are used to lower the amount of taxes someone owes to the government. While...