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5 Financial Considerations When Moving to a New State

Deciding whether to move to a different state comes with many considerations.

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Five Myths About Retirement That Can Lead You Astray

Here are five common – and often costly – myths that often mislead people about life in retirement.

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Take a Fresh Look at Your Finances

Follow these tips to recommit yourself to your financial goals.

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Making Smart Choices with Home Equity Lines of Credit

A HELOC can be a valuable and convenient way for homeowners to access the equity they have built in their property and help meet cash flow needs.

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How to Weather an Unexpected Job Loss

If you’ve recently been laid off, or if you’re simply preparing for the prospect of job cuts at your organization, it can help to develop a game plan.

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Financial Considerations Before Taking a Career Break

Whatever the case maybe, if you plan to downshift your career – even temporarily – it’s wise to plan ahead.

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What You Should Know About the Debt Ceiling Debate

Congress is once again grappling with a need to raise the federal government’s debt ceiling limit.

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Guide to Inheriting a Home Due to a Death in the Family

If you stand to inherit a property, the gift presents a critical financial decision: whether to sell, rent or keep it.

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The Financial Challenges that Accompany a Cancer Diagnosis

On top of the toll cancer can take on our health, it can also create significant financial challenges.

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Habits in Recognition of Financial Capability Month

A time to reflect on the state of your finances and focus on organizing them in a way that will help you achieve your goals for the future.

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Women and Retirement: Financial Considerations

As women plan for retirement, they must consider several realities that statistically set them apart from men.

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Financial Planning for a Family Member with Special Needs

There are steps you can take to help ensure your child has sufficient financial resources along with a dedicated support system.

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What Will You Do with Your Tax Refund?

If you expect to receive a refund in 2023 after filing your 2022 tax return, will you save or spend it?

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Financial Considerations When Remodeling Your Home

If you’re considering a home renovation, keep these tips in mind.

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How to View Your Investments in 2023

Investors came off a difficult year in 2022

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Enhancing Your Retirement Plan through the SECURE 2.0 Act

The bill, passed by Congress and signed into law by President Biden in late 2022, could help you bolster your retirement savings and income strategy.

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How to Make a Financial Comeback

If you find yourself facing an unexpected situation, here are five steps to help you regain your financial footing and confidence.

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Saving for College: What You Need to Know

While actual costs will depend on the selected school, many families rely on a combination of savings, loans, grants and scholarships to pay.

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5 Things You Might Be Surprised to Learn About Insurance

Do you feel like you have a clear handle on how to manage your insurance needs effectively?

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Setting Your Priorities – Reduce Debt or Invest More?

If you find yourself with extra cash – either a lump sum or excess dollars from your monthly paycheck – you may be wondering what to do with it.

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Financial Resolutions for the New Year

With the New Year now in full swing, you may be looking for ways to tighten up your finances.

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Smart Strategies for Managing a Windfall

If a financial windfall is in your future, when the day comes, you’ll have decisions to make.

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Managing Your Workplace Retirement Plan in Volatile Times

Investment markets are in a challenging period in which large swaths of the stock and bond market have lost value.

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Will You Spend Your Retirement Savings or Leave It Behind?

A key financial question for retirees is what to do with their hard-earned retirement savings.

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Put Your Child on a Path to Building a Solid Credit Score

Helping them learn to take care of their finances is one of the most valuable pieces of wisdom we can pass on to our kids.

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Passing Down Financial Values

Financial wisdom is a gift that can have lifelong rewards and last longer than a monetary gift.

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Saving for a Short-Term Goal

Those of us who are serious about planning for our financial lives tend to focus most of our attention on strategies to reach our key, long-term goals

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Setting and Achieving Financial Goals in the New Year

If the start of 2023 has you inspired to take on a healthier approach to your finances, you may be wondering how to do so and where to get started.

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Portfolio Adjustments to Consider Before Year-End

As the end of the year approaches, it’s a good time to closely study your investment portfolio and determine if any changes are appropriate.

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Giving Back Strategically During the Holidays

Deciding which charities to support and at what level can feel overwhelming, but as with most things, it comes down to planning and prioritization.

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Make investing automatic with dollar-cost averaging

Dollar-cost averaging has the potential to help you accumulate wealth over time and throughout the market’s highs and lows.

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Generational Wealth – What Is It and How Can You Create It?

What exactly constitutes “generational wealth” –and how can you achieve it?

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Money Management for Couples

When long-term committed partners share their finances but not the same values and habits around money, it’s ripe for friction.

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The Art of Rebalancing

Striving for balance is a principle that applies to investing just as it does to other areas of life.

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Adjusting Your Spending to Deal with Inflation

Many people have come to terms with rising costs, here are some tactics to consider that can make a big difference.

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Are you financially prepared if disaster strikes?

Keeping you and your family safe is the ultimate priority but so is mitigating the impact of financial loss.

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How alternative investments may fit your portfolio

If you’re wondering how to further diversify your portfolio, alternative investments are one option to consider.

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Is “lifestyle creep” threatening your financial future?

As your income increases, your spending habits may have a tendency to go up as well. This is a phenomenon known as lifestyle creep.

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Marginal Gains: Little changes can make a big difference

Mastering your finances & having a healthy relationship with money isn’t always easy. Little changes can make a big difference in your financial life.

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The Insurance You May Not Realize You Need

A good policy can reduce the financial impact of an adverse event, mitigate financial losses, provide stability, and, offer some peace of mind.

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Sharing Financial Wisdom with Your Kids

Talking to your kids about money can help them learn how to be financially responsible, self-supporting adults.

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Grandparents: Four Tips for Spending on Your Grandkids

Many grandparents spend money on their grandkids, here are four tips to keep it al in check.

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What You Need to Know During ‘Open Enrollment’ Period

If you’re like most employees in the US, open enrollment may be the only opportunity you’ll have to alter your health care benefits.

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Understanding Wills and Trusts

Everyone has heard the terms "will" and "trust," but not everyone knows the differences between the two.

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7 Variations on Gift Giving for Your Spouse or Partner

There are plenty of occasions that may justify a gift for your spouse or partner: birthdays, anniversaries, holidays, or just because.

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The Freelancer’s Guide to Financial Security

Freelance professionals have unique opportunities and challenges when it comes to creating a viable path to financial security.

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What You Need to Know About Required Minimum Distributions

By the time you retire, IRAs and other retirement accounts may represent some of your largest assets.

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How to Reduce Your Investment Risk

Worried About the Stock Market? Here’s How to Reduce Your Investment Risk.

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How A Financial Plan Can Help You Achieve Your Bucket List

We spend a lot of time daydreaming about our goals for the future.

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Make Sure Your Business is Properly Protected

If you own a small business, you know the importance of maintaining its financial stability.

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The Fed’s Raising Rates. What Does It Mean for You?

The Federal Reserve has begun what it says will be a series of interest rate increases.

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It May Be a Time for Tax Loss Harvesting

Seasoned investors know that market volatility is a natural part of the process and that historical trends show that market swings even out over time.

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What You Should Know About Managing Aging Parents’ Finances

Making financial decisions takes time, attention and energy at any age.

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When Life Events Affect Your Benefits

Qualified life events may permit you to make adjustments to the benefits you receive through your employer or other provider.

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7 Ways to Save for Retirement if You Divorce Later in Life

Ending a marriage can be emotional and full of challenges at any age, even if both parties agree it’s the right decision.

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Protect Your Finances Online

During periods of crisis, cyber criminals often increase their attacks, taking advantage of chaos to pry information from unsuspecting victims.

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Financial Planning Fundamentals

Financial planning can help you gain a better understanding of where you are at financially, how to prepare for challenges that may be ahead

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Creating a Charitable Giving Strategy

If charitable giving is an important part of your budget, it’s good to occasionally take a step back and reevaluate your giving strategy

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Renting Your Second Home

If you are among the many Americans who own a second home that you occasionally use as a vacation getaway, you may be leaving an important source of

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Navigating Your First Year in Retirement

Like most Americans, you’ve probably spent years working to achieve the retirement of your dreams.

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