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National Financial Planning Month Is Here—Are You Ready?
October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation,...
Read MoreWhy Estate Planning Matters More Than You Think
Why Estate Planning Matters More Than You Think When most people hear “estate planning,” they think it’s something reserved for the ultra-wealthy. But the truth is, if you own a home, have retirement accounts, or simply want to make...
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Turn Your RMDs into Charitable Donations
If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...
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News that a Chinese AI firm created an AI model at a fraction of the cost rattled the markets.
Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...
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Inflation 2024 in One Chart
In 2024, we all experienced inflation in different ways. Some felt it at the grocery store, others while traveling, or when dining out. In large part, that's because our personal economic choices dictated at least part of our...
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Happy International Women's Day
In 1920, women earned the right to vote. In 1974, single and divorcedwomen were finally able to get a credit card without needing a male cosigner. We’ve come a long way, and this year we are celebrating International...
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Turn Your RMDs into Charitable Donations
If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...
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What Happened to the Recession?
Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...
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Financial Watch | January 2024
5 Ways to Boost Financial Wellness in 2024 Similar to your physical and mental health, your financial well-being can benefit from incorporating healthy habits as you seek to head off challenges and remain on track toward your goals....
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