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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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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4 Financial Mistakes to Avoid this Spring
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to...
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Top 4 Social Media Money Scams & How to Spot Them
What's teh "hottest" financial tip or "trade secret" you've seen on social media recdently? What about retirement hacks...
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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Interest Rate Explainer
Does the Fed really matter? How does the Fed Change interest rates? When will the Fed lower rates in 2024? Click Read...
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Bull market confirmed! What happens next
It's official. The bear market is behind us. The S&P 500 finally hit a new record for the first time since 2022.
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