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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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New Retirement Contribution Limits for 2024

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.
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New Retirement Contribution Limits for 2024

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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529 TO A ROTH IRA?

529 TO A ROTH IRA?

New bill allows unused 529 college funds to become a retirement tool

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Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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