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Financial Strategies for Women

Key Takeaways Despite sharing money management duties, only 19% of women feel very confident in…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes.…

Caring for Aging Parents

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65…

How Will Working Affect Social Security Benefits?

In a recent survey, 75% of current workers stated they plan to work for pay…

9 Facts about Social Security

9 Facts about Social Security 9 Facts about Social Security Social Security has been a…

Four Reasons Millennials Need an Estate Strategy

You’re young, have little in savings, and might not have anyone relying on you, financially.…

Problems with Probate

Many of us hope to leave something behind for our loved ones when we pass…

Financially savvy at Six figures

Reaching six figures is no easy feat. If you’re one of the hard-working few who…

Budgeting after a divorce

What to Look for in Personal Finance Apps

Mobile applications have become ubiquitous. While many of these apps are games and social media…

Pay Yourself First

Each month, you settle down to pay bills. You pay your mortgage lender. You pay…

Understanding Equity Compensation

Employers do what they can to foster a sense of ownership in their employees. After…

Bull & Bear Markets: A Timeline

How to Conquer the World – 5 Financial Strategies for Savvy Single Women

The investment risk no one’s ever heard of

Knowledgeable investors are aware that investing in the capital markets presents any number of risks,…

Types of Stock Market Analysis

There is no shortage of analysis for anyone interested in investing. A search for the…

Questions to Ask About Medicare

If you are new to Medicare, there are several questions you should consider while approaching…

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you…

The A, B, C, & D of Medicare

Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away,…

The Value of Insuring Against Life’s Risks

Did you know that… Fifty-seven percent of American workers have no private short-term disability insurance.1,2…

Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of…

Tax Deductions You Won’t Believe

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal…

What Is a 1035 Exchange?

According to the most recent information available, Americans have individual life insurance with a total…

What Do Your Taxes Pay For?

Taxes are one of the biggest budget items for most taxpayers, yet many have no…

Capital Gains Tax When Selling Your Home

How Boomers and Millennials Differ

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars…

Debt Stress

The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt,…

Prevent a Rift: Money Tips for Newlyweds

One survey found that 35% of couples attribute stress in their relationship to financial issues.…

The Financial Literacy Crisis

Imagine driving a car without a basic understanding of the rules of the road or…