It’s one thing to dream about sending your children to a great college, but another to pay for it. Like healthcare, taking the family to a baseball game, or just simply trying to catch a…
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ETFs 101
Every once in a while, a new form of investing will hit the marketplace and prove to be so transformative that investors are left wondering how they were ever able to live without it. Mutual…
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Estate Taxes Are Both Better and Worse Than You Thought
Few things in the world are met with such universal despise as taxes. We’re taxed on the income we earn, on investments, on the products we buy and services we use, and even taxed when…
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Estate Planning Is For Everyone
There is a common misconception that estate planning is only useful for those with extraordinary wealth or extremely complicated financial situations. While it’s undoubtedly true that estate planning is absolutely critical in both of those…
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Don’t Outlive Your Money: 3 Retirement Budget Tips
You’ve worked hard your entire life to try and provide yourself with a retirement that concentrates on enjoying your life rather than the daily grind. Maybe you’ve even just chosen to work on your terms…
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7 Retirement Savings Strategies You Should Try In 2025
Worrying about taxes doesn’t end once you’re in retirement. Navigating tax time can be just as tricky in your retirement years as when you were working. If you’re looking for proven ways to reduce your…
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Demystifying the Investment Vocabulary
With obvious exceptions like brain surgery and rocket science, concepts we might think are incredibly complicated from a distance are actually relatively straightforward once you understand the basic vocabulary. While investing can get extraordinarily complex,…
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7 Ways to Manage Risk in Retirement
News reports notwithstanding, people are living longer than ever before. That means many more years of enjoying a well-earned retirement. However, longer lifespans make it critical to carefully manage risk – even after retirement –…
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All of That Equity Can Be Tempting
How many times in your life have you seen the metaphor of the angel and devil sitting on a person’s shoulders? Between the cartoons of your youth, the many movies you’ve seen over the years,…
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Cash Isn’t Always King
When it comes to your finances, it turns out that the old adage rings true – it is, in fact, possible to have too much of a good thing. Despite constantly hearing how cash is…
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