Retirement as a Single Woman
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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Informed Donating
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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Navigating Fiscal Dramas and Market Downturns: What You Need to Know
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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IRS Changes Inheritance Rules: Protecting Your Legacy
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes...
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How Habits can Impact Your Finances
Unhappy with your current financial situation? Your daily habits may be to blame.
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How Do I Know if a Financial Professional is the Right Fit?
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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How to Stop Subconsciously Sabotaging Your Financial Goals
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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How to Boost Your Financial Literacy: 5 Simple Tips for Success
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
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When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what...
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Seven Key Tips for Planning Elder Care
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder...
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