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• Market Update – 3/12/2025

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• Helpful Retirement Strategies for Women
• Planning for the Expected
• Caring for Aging Parents
• Estate Planning Checklist
• A Decision Not Made is Still a Decision
• The Bucket Plan Retirement Strategy for 2022
• Does your Portfolio Fit your Retirement Lifestyle?
• A healthy body equals a healthy pocketbook!
• How to Stop Wasting Money!
• The Five Basics of Financial Literacy
• Investing with your Heart
• Building Your Legacy
• 11 Real Facts about Retirement
• Reasons Millennials Need an Estate Strategy
• Retirement Realities
• Where Will Your Retirement Money Come From?
• Looking At Personal Finance Apps
• The Average American Budget
• Investing for Impact
• Healthy Body, Healthy Pocketbook
• 4 Great Reasons to Invest in 2020
• Mortgages in Retirement
• Emergency Funds: How Much is Enough?
• 5 Benefits of Working in Retirement
• How Women Care Prepare for Retirement
• Grappling with the Coronavirus
• Money Tips for Newlyweds
• What if you get audited?
• Year-End Charitable Gifting and You
• The SECURE Act
• Financial Aid for Students 101
• Inflation and Your Money
• Why you need an Estate Strategy?
• A Bucket Plan to go with your Bucket List
• Retirement Income and the Traditional Portfolio
• Asset Allocation
• The Difference Between Global and International
• Trends in Charitable Giving
• The Six Most Overlooked Tax Deductions
• What to do with your 401k from a Former Employer?
• Understanding Long-Term Care
• A Penny Saved is Two Pennies Earned
• 9 Facts About Social Security
• Does Your Child Need to File an Income Tax Return?
• Assess Life Insurance Needs
• Building the ultimate budget tracker!
• 5 Things That Seasoned Travelers Are Doing
• Managing Stress and Debt
• Retirement Traps to Avoid
• Should I Borrow From My 401k?
• A Look at Diversification
• What Just Happened in the Market?
• How to Appeal your Property Taxes
• What the New Tax Bill Means for You
• Fear of Getting Audited
• Bitcoin 101
• Earned Income Tax and Social Security Benefits
• Retirement Income and the Traditional Portfolio
• Maximizing Social Security Benefits
• Money-wasting Food Myths
• Money that Buys Good Health in Retirement