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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

4 Great Reasons to Invest in 2020

Over half of Americans do not own any stocks, or stock-related investments, such as mutual [...]

Mortgages in Retirement

Anyone who has gone through the process of mapping out their retirement knows there can [...]

Emergency Funds: How Much is Enough?

If saving several months of income seems like an unreasonable goal, don’t despair. Start with [...]

5 Benefits of Working in Retirement

In the past, retirement has been portrayed as an ending, a grand exit from your [...]

How Women Care Prepare for Retirement

When our parents retired, living to 75 amounted to a nice long life, and Social [...]

Grappling with the Coronavirus

Right now, markets are reacting to the news because the outcome is unknown. In a [...]

Money Tips for Newlyweds

In a recent study, 88% of millennials admitted that financial decisions are a source of [...]

What if you get audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the [...]

Year-End Charitable Gifting and You

Are you making charitable donations at year’s end? If so, you should know about some [...]

The SECURE Act

While the SECURE Act represents some of the most significant changes we have seen to [...]

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