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Rethinking Retirement: New Perspectives Evolve your retirement plan with expert insights

What Could Your Retirement Income Look Like? Ever do the math? Here are some starting points

Preserving Your Nest Egg How does your plan break down? See some examples

What’s the magic number your savings needs to hit before you retire? Learn how the numbers break down and what to save now in this month’s Visual Insights Newsletter. Check it out!

Retirement... without draining your savings? See how the numbers break down & what to save now

Think twice before trusting finfluencer trends! Discover the risks of social media finance tips in this month's newsletter.

How a Finfluencer Can Derail Your Financial Plans Learn how to spot a scam to avoid losing big.

Curious about the real impact of viral investment fads like GameStop? Our newsletter breaks down the dangers of herd mentality in social media investing.

The Financial Risks of Social Media Learn 3 reasons to ignore that trendy "finfluencer."

Did you know? The Fed might lower rates in 2024. What could this mean for your investments?

We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know.

How will 2024 impact the markets and YOU? Here's what history shows about market performance during election years.

What will the markets do when we elect the next pres.? Here's how markets fare in presidential election years.

Q1 brought market optimism! Will the bulls keep running? Stay tuned for what's next.

What did markets do in Q1? (5-minute read) Here's what savvy investors took away from Q1.

Will the 2024 election impact your portfolio? Take a look at what we’ve seen in the past and what it means for you.

Will the next election shake up the markets? See the return trends for 2024.

When you want to buy or sell an item, what do you consider? A lot of decisions in the markets aren’t based on numbers at all, but based on emotions like fear and greed. Learn about how these emotions can get in the way of rational decisions in this month’s Newsletter.

How Fear & Greed Can Backfire in Investing Learn how to mute greed & fear to make better choices.

In this month’s Visual Insights Newsletter, learn about the power of small, daily actions and how they can help accomplish our financial goals.

How Little Actions Hold Awesome Potential Achieve more goals with small steps every day.

How much greed or fear is driving your financial choices? It’s not just other investors - greed and fear can trip up any of us. See how trillions have been lost to fear & greed in this month’s Visual Insights Newsletter.

The Fear, Greed & Loss Cycle See how trillions have been lost to fear & greed.

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don’t happen overnight. In this month’s newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

The Incredible Power of Small Daily Actions See how little steps can lead to big accomplishments.

Scams are on the rise this year and even super smart people are getting snagged. Click here to learn about common money scams and how to avoid them.

The Sophisticated Face of Today's Money Scams Learn how the top money scams work so you don't get taken

Scammers are getting savvier than ever in today's tech-enabled world. This month’s Visual Insights Newsletter explores today's common financial scams and how you can avoid getting snared. Check it out here!

How to Spot the Most Common Money Scams Discover how these scams steal billions & how to avoid

Today, my Mom and Dad are celebrating their 50th wedding anniversary! They truly are an inspiration for marriage. We Love you Mom and Dad! Hope you have many many more to celebrate!

Friday funny! This is still a great video all these years later. Teaching kiddos about taxes at an early age!

Kid Cries After Paying Monopoly Taxes Chillout_Joy is viral video community channel for the hottest videos from across the web, We love videos and find the best ones to share with you here, Subsc...

The new tax season has officially begun and if you have tax-related questions, we have the answers. Here are some tax filing tips to keep in mind this tax season.

Are you ready to file your taxes? Here's everything you need to know to file taxes in 2023. The IRS started accepted the filing of 2022 taxes on Jan. 23 2023. Taxes are due by April 18. Here's all the information you need to know to file.

As we prepare to turn the page on 2022 and enter the new year, you may benefit from taking a closer look at your tax situation. Some of these year-end tax tips could help you save money on your 2022 tax bill.

Last-minute year-end tax planning tips to lower your taxable income Key tax planning moves to make before the end of the year to save money: donations, loss harvesting

After a difficult year for bonds, many fixed-income investors are looking for a sign of what’s to come in 2023. Some believe the bond market should improve next year, but it’s unclear how much. Read more here.

Bonds Are Primed for a Better 2023, but How Much Better? Investors might believe that after a horrible 2022, bonds can’t help but have a positive return next year. Not so fast.

Taxes are an important consideration when it comes to retirement income planning and understanding the tax implications of your various investments can help you plan more efficiently. Here’s how various different sources of retirement income are taxed.

How 12 Types of Retirement Income Get Taxed Don't forget about taxes on your pensions and other retirement income while planning for your golden years.

In a continuation of the most aggressive monetary policy in four decades, the Federal Reserve raised interest rates yet again, this time by half of a percentage point. Here’s a closer look at the Fed’s fight against inflation to date and a prediction of what could be on the horizon.

Fed Raises Rates Again, With a Focus on Talking Tough Powell stays hawkish on the inflation fight, but the markets are looking for a less restrictive Fed next year.

For those using the Bucket Strategy to manage their retirement portfolio, the end of the year is an excellent time to review your finances. From updating your cash reserves to making a charitable giving plan, here’s a checklist of items to check off your “to-do” list before 2023.

A Year-End Bucket To-Do List These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.

A robust US labor market may be starting to show signs of weakening after employment data indicated jobless claims rose and hiring slowed in November. What could this mean for the broader economy? Read more here.

Warning signs in jobs data Beneath the surface of a job market that appears exceptionally strong, things might be getting bumpier.

For investors with an eye toward up-and-coming businesses, the initial public offering market can be an interesting one to follow. Here are a handful of the most anticipated IPOs coming in 2023.

9 Hot Upcoming IPOs to Watch for in 2023 The most exciting upcoming IPOs for next year include a major chipmaker, a cybersecurity firm and a payments processor.

As the financial markets continue to be rattled by volatility, learn how you can shelter the investments in your 401(k) from less-than-ideal market conditions.

Wash Sales, Capital Gains, State Taxes: Tax Traps Investors Need to Avoid Investors also need to beware of rules about taxes on mutual fund dividends, mutual fund investments and net investment income.

As the financial markets continue to be rattled by volatility, learn how you can shelter the investments in your 401(k) from less-than-ideal market conditions.

How to protect your 401(k) in a bear market | CNN Stocks and bonds are both down sharply year to date and market volatility is likely to continue. Here are ways to mitigate the potential damage to your long-term nest egg.

Planning for retirement isn’t just a matter of saving enough money; you’ll have to consider what your life will look like after you stop working, from where you’ll live to how you’ll spend your time. Here’s how to plan for the lifestyle you want in retirement.

5 Reasons Your Retirement Expectations Might Be Flawed Use these insights to guide your planning for this exciting new chapter of your life story, and avoid any major retirement planning pitfalls.