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Blog

Grandmother and granddaughter knitting together
Nov 23, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Man reading newspaper next to laptop and phone
Nov 16, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Nov 9, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Nov 2, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Couple walking in a field with the ocean in the background
Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Oct 19, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Set of keys beside miniature house
Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.
Business page of a newspaper
Oct 5, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.
Professionally dressed man and woman looking at a tablet
Sep 28, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Two men sitting at a table and having a conversation
Sep 21, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Grandmother with child
Sep 14, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.
Toddler standing at the bottom of a stone staircase
Sep 7, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.

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May Lose Value

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