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  1. SECURE Act: How it Can Affect Your Estate Planning
    When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
  2. 7 Ways To Make The Best Use Of Your Tax Refund
    Did you get a tax refund for 2021? The average is about $3,000 this year.
  3. Healthcare Costs Are Going Up: Here's How to Manage Them
    Healthcare has long been a major expense for Americans, and that extends to people with insurance.
  4. Are You Ready to Invest Beyond a 401(k)?
    When it comes to retirement investing, it pays to take advantage of accounts that provide tax breaks for savings. Sadly, many people are passing up the chance to invest in one of the most accessible of those accounts -- the IRA. In fact, according to the Center for Retirement Research, only around 15% of people of all
  5. Most Young Retirement Savers Make This Investing Mistake
    You've set up your 401(k) contributions, and you're watching that account balance tick up with every paycheck. Congratulations, you're on your way to a comfortable retirement. Now, it's time to expedite your progress by optimizing the investments in your account. That's an adjustment the vast majority of young savers n
  6. 5 Things You Need to Know About Health Savings Accounts
    With healthcare growing more expensive by the minute, many working Americans and retirees alike are grappling with costly medical bills.
  7. 3 Steps to Choosing a Health Insurance Plan for 2024
    Health insurance is one of those things you should really never go without. All it takes is a single emergency room trip
  8. 7 Financial Tips For New Grads
    One of the most common things I often hear from people is how much they wish they had learned about financial wellness when they were younger. I particularly think about this with all the new college grads this year. There are a lot of things I’m glad I knew back then and a lot more I wish I knew. Here are a few financ
  9. Taking a vacation on a budget [outline]
    A vacation—be it a week in an exotic locale or time off at home—provides a well-deserved break and a chance to reset. This is why the finances of taking vacation shouldn’t be stress-inducing. In fact, there are a host of vacation options depending on your budget. This piece will discuss several key components of vacati
  10. Deciding What To Do With The 401(k)s You Left Behind
    If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma