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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....

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...

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...

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...

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...

In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...

According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...

An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re...

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step—getting started. Besides procrastination, other excuses people...