Business Owners and 401(k)s

401(k) plans are the primary choice for retirement savings of many professional Americans in 2022. In 2001, changes to federal...

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Retirement Awaiters

It seems a part of the quintessential American Dream to be able to one day retire, safe and secure with...

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Newly Divorced Individuals

No one likes to talk about divorce, but considering data compiled in 2022, nearly half of American marriages will eventually...

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Better-Version Inflation

By now, you’ve likely heard that we’re in an inflationary environment and you’ve surely noticed almost everything is more expensive....

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How to Live Off Your Dividends

As seen in Investopedia on July 28, 2020 For most investors, a safe and sound retirement is priority number one. The bulk of many...

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Wealth Management

As seen in Investopedia on April 19, 2020 What Is Wealth Management? Wealth management is an investment advisory service that combines...

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Sand. Head. Insert.

What just happened? Think for a second about your mindset in January, 2020. Looking back, it’s shocking to think the...

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What Are ETFs?

WHAT IS AN ETF? An Exchange Traded Fund (ETF) is a type of security that holds small proportions of other...

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Moving Forward

We entered the green phase of COVID-19 recently, and we are cautiously optimistic about returning to work and life amid...

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