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Smart Money Moves for 2023
2022 has been a financially challenging year for many Americans. From peaking inflation and the challenges of higher living expenses to increasing interest rates and ... -
Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the ... -
Key Personal Finance Statistics You Should Know (But Probably Don’t)
Do you know your numbers? When it comes to finances, people often spend more time researching what they will purchase with their money than they ... -
Renting versus Buying in Today’s Housing Market
Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, it may not ... -
Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events
The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois. Rather than receiving annual payments over 30 years, the winner ... -
4 College Planning Mistakes to Avoid
College costs continue to rise each and every year. In fact, according to statistics from the College Board, college costs have grown exponentially over the ... -
With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...
Now may be a great time to consider revisiting how you are investing your rainy-day fund. After years of holding short term interest rates at ... -
Address Economic Uncertainty with Defensive Financial Planning
As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession. With some ... -
How To Avoid Running Out of Money in Retirement
Running out of money in retirement continues to be a major concern for many Americans. In fact, a recent report from AIG Life & Retirement ...
