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If you’re like us, you believe financial literacy is key to achieving financial security and peace of mind. Our blog is designed to provide you with valuable insights, practical tips, and sage advice on a wide range of financial topics. Whether you’re just beginning your financial journey or seeking to refine your strategies, you will find information to empower you with the knowledge and tools you need to achieve long-term financial success
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Facts About Retirement
9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take,...
What’s New for Social Security?
Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. Ready for a Cost-of-Living (COLA)...
What is a Roth 401(K) and Roth IRA
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans. And starting in 2023, retirement rules were...
The Financial Literacy Crisis
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial decisions with minimal financial knowledge of...
Conquering Retirement Challenges for Women
Despite these challenges, a wise strategy can give women reasons to be hopeful. Get clear on your vision. Do you want to spend your retired years traveling, or do you envision staying closer to home? Are you seeing yourself moving to a retirement community, or do you...
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