Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of…
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What does this mean for your overall retirement strategy? Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts…
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POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another…
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The federal government has upgraded its Child Tax Credit. First, the Internal Revenue Service is paying many families who qualify for the CTC 50% of their credit before 2021 ends.…
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Summer travel stats show an industry in recovery. One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to…
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Explore the different ways you can help finance the costs of higher education. How can you help cover your child’s future college costs? Saving early (and often) may be key for…
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A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that…
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American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released…
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What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the…
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Play ball! Major League Baseball scheduled Opening Day for April 1, but two states have already scored with spring training underway. Every year, spring training divides the 30 MLB teams into…