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January 2025: Financial Wellness Month to Boost Your Finances
January 2025 marks Financial Wellness Month—a time to take control of your financial health. With the start of the new year, there’s no better moment to reflect on personal financial goals and make prRead more -
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Understanding the Rising Costs of Long-Term Care
Preparing Financially for Long-Term Care as We AgeAs we age, the necessity for long-term care becomes an increasingly probable reality. With the demographic of aging individuals growing, it's imperatiRead more -
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Financial Buzz: November Markets & Economic Insights
As November 2024 unfolded, the financial landscape navigated through significant developments. With the presidential election wrapping up and market sentiment reaching new heights, November proved toRead more -
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Estate Tax Exemption Changes in 2026: Prepare Now
Understanding the Estate Tax Exemption Sunsetting in 2026The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the federal estate tax laws. However, these changes are temporary, withRead more -
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A Comprehensive Guide to Tax Income Brackets for Different Filers
When it comes to understanding your tax obligations, knowing which income bracket you fall into can make a significant difference in your financial planning. Tax income brackets are ranges of income tRead more -
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Reassessing the $1 Million Retirement Savings Goal
Reassessing the $1 Million Retirement Savings Goal For many, accumulating $1 million for retirement signifies financial security and preparedness. This long-held benchmark has been viewed as a univerRead more -
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What to Know: New 529 to Roth Transfer in 2024
The new rule that allows 529 plan beneficiaries to transfer funds to a Roth IRA starting in 2024 is a significant development for families. This change can greatly benefit those planning for both eduRead more -
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How to Effectively Interview a Financial Advisor
Interviewing a financial advisor is a critical step in finding the right professional to manage your financial well-being. Financial advisors often have various titles like wealth advisor or financiaRead more
