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What Happened With the Debt Limit?
What Happened With the Debt Limit? The issue of raising the debt limit has been resolved, at least until
Why a Budget Is So Important When Buying a Home
Why a Budget Is So Important When Buying a Home If you’re like most homebuyers, you’ll need a
Learning To Embrace Technology in Retirement
Learning To Embrace Technology in Retirement Traditionally, while grandparents always looked forward to seeing their grandchildren, they may have
Business Succession in the Post-COVID-19 World
Business Succession in the Post-COVID-19 World This is not the first or last time you will hear this: COVID-19
Don’t Let Inflation Run Away With Your Retirement
Don’t Let Inflation Run Away With Your Retirement Inflation hit a 40-year high in May 2022. On many fronts,
Money Jars for Mental Accounting
Money Jars for Mental Accounting There are some justifications for using imaginary symbols for money. In particular, these symbols
Habits of Successful Investors
Habits of Successful Investors When Stephen Covey’s bestselling book “The 7 Habits of Highly Effective People” took off in
How To Avoid Common Trust Errors
How To Avoid Common Trust Errors When people want to bypass probate, they often turn to trusts. Another benefit
Is Long-Term Care Insurance a Waste of Your Money?
Is Long-Term Care Insurance a Waste of Your Money? Middle-aged and older people, especially those in their 50s and
Your Home’s Equity: Why It Matters
Your Home’s Equity: Why It Matters Every time you make a mortgage payment or if your home’s value rises,
Save for Retirement Now; Get a Tax Credit Later
Save for Retirement Now; Get a Tax Credit Later A tax credit known as the Retirement Savings Contributions Credit
Unretiring Is the New Retirement Path
Unretiring Is the New Retirement Path Those who are at or nearing retirement age may require extra determination and
Passive Investing: Right for You?
Passive Investing: Right for You? Passive investing is basically making an investment decision and sticking with it long term,
How To Choose a Trustee
How To Choose a Trustee Are you setting up an estate plan and searching for someone to name as
Emotionally Adjusting to Retirement
Emotionally Adjusting to Retirement There are three emotional fear factors when people consider retirement: The loss of professional status.
Required Minimum Distribution Rules
Required Minimum Distribution Rules When making minimum distributions from a retirement account, the required minimum distribution is a term
You Can’t Take Your Heirlooms With You
You Can’t Take Your Heirlooms With You Suppose it is your responsibility to designate the next owner of a
Is Preferred Stock a Happy Medium?
Is Preferred Stock a Happy Medium? Preferred stocks occupy the middle ground between bonds and common stocks. Like bonds,
Tackling Tough Health Decisions With a Health Care Proxy
Tackling Tough Health Decisions With a Health Care Proxy Some of the hardest choices you will ever make involve
Wedding Bells, Again
Wedding Bells, Again Some marriages are blissfully successful, but the estimated failure rate is over 50%. All too often,
