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Understanding Your Investment Timeline
Financial Wellness03/26/2025

One of the biggest motivators for speculative investing remains hidden to most people. If you ask someone who buys and sells stocks with the goal of realizing short-term gains why they do it, they...

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Budgeting Can Benefit Your Children
Financial Wellness03/05/2025

Getting your finances under control can bring benefits to many areas of your life. First of all, being on a budget, having funds set aside for unexpected expenses, and putting away money for...

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Tackle What You Fear
Financial Wellness02/19/2025

We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than...

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The Exercise of Gratitude
Financial Wellness12/25/2024

The holidays can be a difficult time for many people. It’s also a time of thanks and gatherings with family and friends. Harvard Medical School’s research states, "Each holiday season comes with...

Older woman four truths
Four Big Truths that Can Bring Clarity to Your Investing
Financial Wellness12/18/2024

Investing can be overwhelming, confusing, exhilarating, and daunting all at the same time. It takes effort, discipline, and even sacrifice to save a significant portion of your income for retirement....

Student Loan stress
3 Tips for Repaying Student Loans
Financial Wellness11/20/2024

As prices for household goods seem to continue to climb, when student loan payments restart, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

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How Your Psychology Affects Your Investing
Financial Wellness10/30/2024

On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be...

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Aging Alone Can Work If You Have a Support Plan
Financial Wellness10/09/2024

America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...

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Why You Shouldn't Count on a Big Inheritance to Bail out Your Retirement Savings
Financial Wellness09/11/2024

In the perfect world and every good Rom-Com and Classic Novel, the protagonist has their life turned around with a surprise inheritance. Not surprisingly, it's a popular idea outside of fiction. And...

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