Monitoring Your Portfolio

While you probably already know you need to monitor your investment portfolio and update it periodically, the easy...

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Financial Planning Issues for New Parents

As you prepare for life with a new child, it may be time to adjust your family’s financial plan. You'll want to...

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Balancing Your Investment Choices with Asset Allocation

A chocolate cake. Pasta. A pancake. These items are very different, but they generally involve the same...

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Gone Phishing: Tips for Protecting Yourself from Targeted Scams

According to recently released Federal Trade Commission data, consumers reported losing nearly $8.8 billion to fraud in...

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Should You Invest in a Roth or a Traditional IRA?

When considering if you should invest in a Roth Individual Retirement Account (IRA) or a Traditional IRA, there is no...

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Key Highlights of SECURE Act 2.0

In late December, the Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0)—part of a...

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The Growing Costs of Long-Term Care

The price of long-term care has become an increasing worry among those of all ages as they wonder, “If I need it at...

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Are You Emotionally & Financially Ready to Retire?

The question of whether you're emotionally and financially read to retire is more complicated than it appears because...

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Recognizing Tax Scams

Many people have fallen victim to tax scams—costing them not only a significant amount of money, but also their...

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Tax Considerations for Separating & Divorcing Couples

While there are many considerations for couples separating or divorcing, one impacted area that can often be overlooked...

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