International Investing: Why It Still Matters in Your Portfolio
Lately, we’ve been getting a lot of questions about international investing—and to be fair, that’s largely because it...
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Big Changes for Teachers, Firefighters, and Police Officers: More Social Security Benefits on the Way
Good news is on the horizon for many public sector workers who receive pensions and Social Security benefits. Two...
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Social Security and Medicare Updates for 2025: What You Need to Know
If you're collecting Social Security, you may have already noticed a slight boost in your monthly benefits. For 2025...
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Medicare Advantage Open Enrollment: What You Need to Know
Understanding Medicare Advantage Open Enrollment If you're currently enrolled in a Medicare Advantage plan, you might be...
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Beyond Resolutions: Crafting a Solid Financial Plan
Financial Resolutions: Turning Wishes into Plans We’ve all been there—starting the year with big goals and resolutions...
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Retiring at Different Times? Here’s What Couples Need to Know
Retiring at Different Times? It’s More Common Than You Think When you think about retirement, you probably picture both...
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Superfund Your 401(k): A Powerful New Strategy for 2025
As you kick off 2025 with fresh goals and plans, there’s exciting news for those approaching retirement. New legislation...
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Don’t Let Taxes Ruin Your Generosity
Here’s a question that we’ve had asked a few times recently: Do you need to report or pay tax on financial gifts you...
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Divorce Decisions: Mediation vs. Litigation—What’s Right for You?
No one says “I do” expecting to navigate the complexities of divorce. Yet, for around 30% of marriages, this reality...
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Gifts That Matter: Ensuring Your Loved Ones Have a Will
A Unique Holiday Gift: Peace of Mind with a Will This time of year, we often think about gifts—especially for the...
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The Compounding Holiday Gift: Setting Up a Roth IRA for Your Kids or Grandkids
Give the Gift That Grows: A Roth IRA for the Holidays With the holidays in full swing, finding the perfect gift can feel...
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End-of-Year Tax Planning: Key Steps to Prepare for the New Year
Wrap Up the Year with Smart Tax Planning As the year winds down, it’s the perfect time to take a closer look at your tax...
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