February 25, 2025
New Options for 529 Plans: Using Funds to Boost Retirement Savings
With the rising costs of higher education, families often prioritize saving through 529 plans. A 529 plan is a tax-advantaged
Read MoreFebruary 22, 2025
What You Need to Know About Your 401(k) Retirement Plan in 2025
Your 401(k) retirement plan isn’t just a savings account—it’s one of the most powerful tools you have for building a
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February 15, 2025
How to Prioritize Between Your Retirement and Children’s Education
We all want to retire comfortably. But for some, saving for your children’s college education and saving for retirement at the same time can be a real challenge.
Read MoreFebruary 12, 2025
Protecting Older Adults from Financial Scams and Exploitation
Financial exploitation of older adults is a growing concern, and scams are becoming more sophisticated. Fraudsters now use text message
Read MoreFebruary 11, 2025
Why You Still Need a Financial Advisor in the Digital Age
In today’s world of sleek one-page financial plans, low-cost investment options, and powerful automated tools, it’s natural to wonder: Do
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February 11, 2025
How a Better Credit Score Can Strengthen Your Financial Future
If you’ve ever gone online to check your credit history or visited with a lender to borrow money and found your credit score to be lower than you expected, you may have initially had a moment of panic – “I didn’t know it was that low!
Read MoreFebruary 10, 2025
Understanding Sequence Risk
There’s a lot to think about when planning for retirement—how much to save, when to start drawing income, and how
Read MoreFebruary 10, 2025
4 Ways to Apply the 80/20 Rule to Your Financial Pursuits
You’ve probably heard of the 80/20 rule. Also known as the Pareto Principle, it suggests that 80% of outcomes often
Read MoreFebruary 8, 2025
How to Spot and Avoid Financial Scams
Unfortunately, financial scams and identity theft can happen to anyone—and they’re getting more sophisticated every year. According to the Federal
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