In late 2019, the president signed the SECURE Act into law. Although the changes are recent, Congress is already considering what many are calling SECURE Act 2
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For many people on the verge of retirement, the anxiety surrounding paying for their needs during the most fragile years of life is a daunting one. Despite
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired?
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In life we often find ourselves at the receiving end of unexpected tragedies. Whether these events happen to those that we cherish most or even to ourselves, it
As the first half of the year ended, the S&P 500 Index, which is a broad-based index of 500 larger U.S. companies, ended June at a record high. Where might we
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Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly
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When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle.Much goes into a decision to sell your home, and the
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Although most of us know just how important it is to start preparing for our old age early, understanding the ins and outs of programs designed to help us is
We tend to think about charitable donations around the holidays. It’s year end and your gift to a charity may be sparked not only by your desire to help others
