Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more
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If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself
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No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
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By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In
How a financial advisor can help you manage your taxes this year
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Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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How to compare plans based on your specific needs
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