December Market Recap: A Look Back at a Transitional Month
December closed out the year on a note that reflected its overall character—steady progress marked by cooling inflation, supportive monetary policy, and durable equity markets. Together, these...
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Kickstart Your Financial Health This January: A Comprehensive Guide
January offers the perfect opportunity to rejuvenate your finances by analyzing last year’s spending. Reflecting on 2025’s expenses can highlight patterns such as unused subscriptions, overspending...
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Why Regular 401(k) Benchmarking Matters
Think of your 401(k) plan like a well-built home—it stands strong only with regular maintenance. Even when nothing appears visibly wrong, periodic reviews ensure everything runs optimally. This is...
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Term Life Insurance: A Simple Guide for Financial Peace
Life can bring significant changes, whether it’s buying a new home, welcoming a child, or switching jobs. As your priorities shift, finding a way to ensure your loved ones' financial security is...
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October Fed Meeting: Impacts on Economy & Consumers
The Federal Reserve recently concluded its October 2025 meeting, navigating through a complex economic landscape marked by an extended government shutdown and limited access to official data....
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Don't Get Spooked: Debunking Common Market Myths
As the eerie season of Halloween approaches, you might be feeling a chill down your spine—not from ghouls or goblins, but from market myths that seem to surface this time of year. It's...
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Empower the Next Generation This Financial Planning Month
October is the Time for Financial EmpowermentThis October, celebrate National Financial Planning Month by empowering the next generation with smart, actionable financial knowledge. With younger...
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Proactive Financial Habits for the Fall Season
Welcoming Fall with Positive Financial HabitsAs the leaves begin to turn and the air gains a familiar chill, it's easy to feel overwhelmed by the upcoming holiday season and the uncertainties of...
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Planning Ahead: Smart Financial Moves Before Year-End
The end of the year is fast approaching, making it the perfect moment to take control of your financial planning. We understand that financial to-dos can feel overwhelming, but there is immense...
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Major Investment Vehicles Explained
Understanding Investment Vehicles Investing can indeed feel overwhelming. Many find themselves staring into the vast universe of options, trying to discern which path to take. Remember, every...
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Thinking About a 401(k) Rollover? Read This First
Changing jobs, retiring, or consolidating accounts? If you’ve got an old 401(k) sitting at a former employer—or you’re approaching retirement—you might be thinking about rolling it over. Done right...
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When Should I Take Social Security?
Deciding when to start Social Security benefits is one of the most important—and most personal—decisions in retirement planning. And it’s not just about choosing between 62, 67, or 70. It’s about...
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Should I Do a Roth Conversion? Here’s How to Know
Roth conversions have been getting more attention in recent years—and for good reason. When used strategically, converting some of your traditional IRA or 401(k) funds to a Roth IRA can help reduce...
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