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Dec 30, 2020
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Dec 1, 2020
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.
Nov 11, 2020
If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures.
Oct 5, 2020
Contributions to a Roth IRA are made with after-tax dollars — you don’t receive a tax deduction for money you put into a Roth IRA.
Aug 27, 2020
Investing time periods are usually expressed in general terms. Long term is typically considered 15 years or longer; mid term is between five and 15 years; and short term is generally five or fewer years.
Jul 28, 2020
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward.
Jul 3, 2020
A larger percentage of men age 16 and older (69.2%) are participating in the workforce than women (57.7%).
Jun 1, 2020
The Federal Trade Commission received almost 1.7 million fraud reports in 2019, and about half of reports included consumer age information.
May 1, 2020
It’s difficult to achieve positive results without planning, yet less than half of workers ages 55 and older have actively planned for retirement. Planning is even less common for those ages 45 to 54.
Apr 15, 2020
According to the IRS, personal tax records should be kept for three years after filing your return or two years after the taxes were paid, whichever is later.
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