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Money Moves to Make at Every Age (Part 2: 50s & Beyond)
This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ... -
5 Surprising Retirement Statistics and How to Address Them
Many hard-working Americans dream of one day reaching financial independence – the time when they are no longer forced to work out of necessity. Unfortunately for many, the realities of ... -
5 Strategies to Feel More Secure About Your Retirement
Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement than how much you ... -
How To Avoid The Most Common Mistakes Made by Small Business Owners
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ... -
Is a Roth 401(k) Better than a Traditional 401(k)?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a report from The Plan Sponsor Council of America suggests that 70 percent 401(k) plans ... -
Rebalancing After the Rally – Is it Time to Review Your Allocations?
Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ... -
Cash Balance Plans – How Business Owners Can Supercharge Savings
According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
The 3 Most Common Financial Regrets
Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way. In fact, ...
