Understanding the Social Security Fairness Act Changes
The Social Security Fairness Act: A New Era for RetireesThe Social Security Fairness Act, signed into law on January 5, 2025, marks a significant shift in retiree benefits, particularly for public...
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Understanding Risk Tolerance for Smarter Investments
When it comes to managing investments, understanding your risk tolerance is paramount. This critical aspect involves balancing opportunities with potential losses and acknowledging the emotional...
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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...
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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...
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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...
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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,...
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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...
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Reassessing the $1 Million Retirement Savings Goal
Reassessing the $1 Million Retirement Savings GoalFor many, accumulating $1 million for retirement signifies financial security and preparedness. This long-held benchmark has been viewed as a...
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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...
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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...
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