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Video: How to Pay Off Your Debt

Mar 21, 2025
Categories
Finance
This content is developed from sources believed to be providing accurate information. The information provided is not...
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Planning for the Future: Essential Steps to Secure Your Retirement

Jan 8, 2025
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Nov 10, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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5 Damaging Myths About Money Talks & the Facts Behind Them

Nov 7, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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7 Milestones At Age 50 & Above

Oct 9, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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How to Reprogram & Improve Your Money Mindset

Oct 4, 2024
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...
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4 Pervasive Myths About Inflation

Sep 10, 2024
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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A Guide to Pensions & Retirement Benefits

Aug 12, 2024
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jun 26, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Jun 12, 2024
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Longevity in Retirement & What You Should Know

Jun 7, 2024
Categories
Investments
Retirement
Finance
Savings
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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Top 4 Social Media Money Scams & How to Spot Them

May 9, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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