Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you
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With summer on the horizon, many of us are eagerly awaiting exciting activities and well-deserved getaways. However, these adventures can also lead to higher
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What does the term "financial freedom" mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for
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Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the amount Congress can
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The Federal Reserve (Fed) has been all over the headlines recently, as they continue to raise interest rates. You may have kept up with the news, but you could
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Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as
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A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making
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For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time
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If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three
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Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of
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A will is an important document most people don’t want to think about, but it’s crucial to have in place to protect your assets and ensure your loved ones
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College costs continue to rise: in 2021, the average student attending an in-state school could expect to pay more than $27,000 in college costs per year, while
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