Mutual Funds vs. ETFs: Which Is Right for You?
When it comes to investing, the choice between mutual funds and exchange-traded funds (ETFs) can significantly impact your investment...
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Mar 183 min read
Social Security Strategies for Couples: Maximizing Your Benefits Together
For many couples, Social Security benefits form the backbone of their retirement income. Understanding how to optimize these benefits can...
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Feb 262 min read
Investment 101: A Beginner's Guide to Entering the World of Investing
Hello, future investors! As an American finance and insurance expert, I'm thrilled to guide you through the exciting journey of...
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Jan 222 min read
Smart Savings Strategies for Every Life Stage
Saving money is a journey that evolves with every stage of life. From the first paycheck to planning for retirement, each phase brings...
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Dec 9, 20214 min read
Year End Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investi
Dec 9, 20213 min read
End-of-the-Year Money Moves
For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you
Dec 9, 20212 min read
2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. If these increases apply to your retirement strategy, a financial pro
Oct 19, 20211 min read
Is the Backdoor IRA Going Away?
2021 might be the final year to take advantage of this strategy. It's a strategy used to help high income earners take advantage of the Roth
Oct 1, 20212 min read
2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t b
Jul 22, 20212 min read
Procrastinating? Debunking our Top 12 Retirement Planning Excuses
After 18 years of business, we’ve heard it all. If you’ve been putting off retirement contributions or ignoring financial responsibilities.
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Jul 13, 20213 min read
New Job? How to Make the Most of It
So, you landed a new job, congratulations! Here are some simple and actionable tips that will help you make the most of your new opportunity
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Apr 1, 20212 min read
Why Procrastinating Can Ruin Your Golden Years
Procrastination is the act of intentionally delaying something due to an unwillingness to exude effort. It can ruin your golden years
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Jan 11, 20213 min read
A Beginner's Guide to Budgeting - Getting Started
A guide to creating your financial budget including tips and tricks to be better with handling your money.
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Nov 30, 20203 min read
End-of-the-Year Money Moves
It's the end of the year, here are some money moves some are taking! Remember to consult with a financial professional before implementation
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Dec 23, 20193 min read
The Major Retirement Planning Mistakes
Huge blunders can come to light while trying to enjoy your golden years down the road. It's important to have a solid retirement plan.
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Dec 23, 20193 min read
Creating a Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called...
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