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May 20, 2025

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Look, I get it. You just peeked at your 401(k) balance, saw a chunk of change, and thought, “What if I just, like, grabbed that now and bought a boat?”. . .

May 9, 2025

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Once upon a time, in a magical land called “The Past,” people worked at a company for 30 years, got a gold watch, and then strolled off into the sunset. . .

May 1, 2025

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On January 5, 2025, a significant milestone in Social Security legislation was achieved with the signing of the Social Security Fairness Act, addressing the Windfall Elimination Provision (WEP) and Government. . .

May 1, 2025

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“What is an Annuity?” It’s a question I encounter frequently when discussing retirement planning. Many people either misunderstand annuities or have only heard negative information about them. What Exactly is. . .

May 1, 2025

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If you’re enrolled in a high-deductible health plan (HDHP), there’s a good chance you’ve come across the term “HSA.” Short for Health Savings Account, an HSA is a powerful tool. . .

May 1, 2025

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Retirement planning can feel like one of those things you’ll “get to eventually”—until it creeps up. Whether you’re early in your career or considering a slower pace, the key is. . .

May 1, 2025

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“To ensure a comfortable retirement, protecting your cash reserves both now and in the future is crucial.” Traditional savings vehicles like Certificates of Deposit (CDs) and savings accounts often offer. . .

May 1, 2025

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Unless some unusual arrangement was made at your birth, you likely entered the world debt-free. In an ideal scenario, you would remain so, managing your finances wisely throughout your life.. . .

May 1, 2025

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Let’s say you’ve been diligently saving for retirement—contributing to your 401(k), maybe building up a Roth IRA, and trimming expenses where you can. You’re doing the right things. But as. . .

May 1, 2025

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“Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic approach to spend-down can help.”  Transitioning from being a saver in the accumulation phase. . .

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