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Can You Achieve Financial Independence & Retire Early?
What does work mean to you? For many, it means a way of self-actualization, achieving goals, working your way up
Why Do Mutual Funds Dominate 401(k) Plans?
If you’re one of the seventy million Americans participating in a 401(K), you’ve surely noticed your plan’s offerings are loaded
How HSAs Can Help You Prepare for Rising Healthcare Costs
Health expenses are among the most unpredictable variables in our financial plans. A car accident, a severe illness, a workplace
Superfund Your Child’s Future
As a parent, you want the best for your children, and you want them to go out into the world
How to Achieve Your Financial Goals – A S.M.A.R.T. Approach
Imagine saving for years to buy a house, go on that dream vacation, or pay for your children’s education. But
Strategies for Prosperity in Volatile Markets
What sets apart a successful investor from an unsuccessful one? Is it deeper knowledge, extensive experience, or an Ivy League
Spring Cleaning for Your Finances
For over 3,000 years, people have been practicing some form of spring cleaning. While the original reasons may always remain
Taxes in Retirement: Don’t Pay More Than You Owe!
Taxes in retirement are psychologically much worse than in your working years. When you earn a paycheck, and the government
Are Withdrawal Mistakes Draining Your Savings?
Our investing journeys can be broken down into three broad categories: accumulation, preservation, and, finally, decumulation. A strong growth mindset
What Should I Do With My Tax Refund?
The tax filing deadline is bearing down on us, and many Americans are expecting a hefty refund from the IRS.
The Hidden Value Financial Advisors Provide
When you think of the words ‘financial advisor,’ what comes to mind? Perhaps you envision a call from a fast-talking
Investor Anxiety in Election Years
Every four years, the world waits in anticipation as the American people head to the polls and vote for their
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