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Tuesday, January 17, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, May 19, 2022

Friday, February 12, 2021

Hello everyone, today we're going to talk about coffee and how you can use it to save for retirement. Well, not coffee by itself. But how much you spend on coffee can definitely determine how much you're going to have in retirement....

Thursday, May 28, 2020

A brief history 529 plans were created by Congress in 1996 and have been modified through the years by various pieces of legislation. Known officially as "qualified tuition programs" or QTPs, 529 plans are so named because they are...

Monday, March 23, 2020

We are living in unprecedented times; even skilled investors have fallen into their emotions. You would not be human if you did not experience just a little bit of fear during these times. The best thing you can do at this time is not...

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Wednesday, January 1, 2020

If you chose to make some New Year’s resolutions, you have plenty of options. You could strive to study more, or strive to eat healthier and exercise more. You could decide to shoot 100 free throws a day. Or you could strive to...

Thursday, May 23, 2019

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....

Wednesday, April 24, 2019

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...

Friday, April 12, 2019

If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to improve your money management, having difficulty making ends meet, want to lower...