Life Insurance Changing Times, Changing Needs
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed...
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Clearing the Air on 401(K) Hardship Withdrawals
When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty...
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College Financial Aid: Do Your Homework
If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For...
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6 Essential Tips for Retirement Planning
Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women...
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Should You Be Concerned About Inflation?
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared...
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What Can A Financial Professional Do for Non-Profits?
As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million. For...
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Taxpayer Appreciation Day—Recognizing Taxpayers' Contributions
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still...
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Summer of 2021, the Fed, Interest Rates & Me
A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve...
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U.S. Tech Salaries Are Growing Fastest
The latest Dice Tech Salary report is based on a survey of 9,000 employed technologists across the United States and it...
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Hostage Data: Ransomware and Protecting Your Digital Information
On May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast's fuel supply from Texas to New...
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Client-Financial Professional Communication During Times of Uncertainty
During times of uncertainty, communicating with your financial professional can be beneficial when life-altering events...
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Five Workplace Trends Will Shape Life After Lockdown
We are experiencing the biggest remote work experiment in history – but many are beginning to imagine life after...
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Estate planning for your digital assets
It’s not clear what people’s digital presences will look like in years to come, but it’s sure that an increasing number...
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7 Tips for Time Management
When you’re busy juggling career, family, social life, and multiple other obligations, you may end up feeling as if you...
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Shipping and Logistics Companies Beef Up Cybersecurity
As many learned during the early months of the COVID-19 pandemic, even seemingly minor disruptions in the supply chain...
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Three Issues Big Tech Companies May Face in 2021
Big Tech—particularly Google, Apple, Facebook, Amazon, Tesla, and Netflix—has enjoyed a meteoric rise in value since the...
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How Technology Can Improve Your Financial Wellbeing in 2021
The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are...
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Recognizing and Avoiding Online Scams
According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of...
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How to Stay Committed to Your Financial Goals
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping...
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Life in the Time of COVID
A year ago, the Covid-10 pandemic swept through the world. Life changed in an instant for all of us and for many...
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Can Climate-Conscious Investing Stem Portfolio Volatility?
Experts have warned that today's major market indexes haven't adequately priced in the cost of the impending climate...
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Ways to Serve Your Community during COVID
The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are...
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How to Save for Retirement and Avoid Overspending During Your Career
How to Save for Retirement and Avoid Overspending During Your Career
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How (and Why) Do Investors Pursue Socially-Responsible Investing?
With the U.S. bull market entering its eleventh year,1 more investors are looking for the next new thing. For many, this...
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Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're...
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Retirement Income Planning
For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves...
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Alternative Energy: A Perfect Way to Be Socially Responsible With Your Investments
Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and...
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Re-thinking Your Bucket List
When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list...
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Cyberattacks are on the rise amid work from home – how to protect your business
With organizations and workers now in their ninth month of COVID-19, the time has come to prepare as the threat of...
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How to Tally Your Social Security Benefits
While the Social Security Administration has stopped mailing annual statements, you can still calculate your...
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IRA vs. 401(k): What Savers Should Know
Learn more about these retirement accounts and what to consider when allocating your retirement contributions.
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Retirement Income Planning
Retirement Income Planning For investors approaching retirement, it is important to begin thinking about retirement...
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Health Care Costs Expected to Jump in 2021 - Will your 2021 benefits include telehealth and mental health services?
As we approach the end of the year, employees and employers are both wrestling with changes to employee benefits for...
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Executive Compensation: Equity Compensation for Corporate Executives
When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including...
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Value of a CPWA
According to the Investments and Wealth Institute, the “CPWA® is an advanced professional certification for advisors who...
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