Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Market corrections can be unsettling, but they’re a normal part of investing—and often short-lived. In our latest blog...
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5 Damaging Myths About Money Talks & the Facts Behind Them
Money might be a taboo topic, but the silence around it can lead to some big misconceptions. From myths about self-worth...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
Don’t let capital gains taxes overshadow your investment success! Tax loss harvesting is a simple yet powerful strategy...
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How to Reprogram & Improve Your Money Mindset
What’s the first thought that comes to mind when you think about money? Whether it’s positive or negative, that instinct...
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7 Milestones At Age 50 & Above
When you turn 50, you can start to make "catch-up" contributions to your 401(k)s, 403(b)s, IRAs, and other retirement...
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4 Pervasive Myths About Inflation
Government policy can certainly contribute to inflation, but it’s not the only factor involved.
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How to Beat Investing FOMO: The Power of Patient Wealth Building
FOMO is natural, and it can sneak up on any of us. The newest craze can promise instant wealth, and that illusion can be...
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3 Investment Factors that Don’t Drive Long-term Returns
Ever wonder what really drives long-term investment returns? Spoiler: it's not what you think. Many commonly held...
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A Guide to Pensions & Retirement Benefits
How Much Do You Really Know About Retirement Benefits? If you’re like most Americans, the answer might surprise you...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
Your estate plan should simplify, not complicate. Discover 4 common mistakes and how to avoid them to ensure your...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Longevity in Retirement & What You Should Know
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions...
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