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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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Quickstart Guide to Estate Planning Terms

Quickstart Guide to Estate Planning Terms

In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.

Defining Your Priorities

Defining Your Priorities

Achieving a long-term goal, like retirement, starts by taking small actions today.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

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Financial Fixes: From Health Scare to Financial Care

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Your Cash Flow Statement

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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