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- HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
- Are You Missing the Bull’s-Eye with a Target-Date Fund?
- Breaking Down the Numbers: The Soaring U.S. National Debt
- Cancer Happens: Insurance Can Help Fortify Your Finances
- Traditional or Roth Contributions? Think It Through for Future You
- The Four-Day Workweek: Is It Destiny or a Distant Dream?
- HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
- Key Retirement and Tax Numbers for 2025
- Accounts for Two: A Team Approach to Retirement Savings
- Phased Retirement Can Help Smooth the Transition
- Could There Be a Shift from Growth to Value?
- Read a Good Beige Book Lately?
- HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
- Three Market-Moving Economic Indicators to Watch
- Financial Safety Nets: Exploring Available Sources of Emergency Funds
- What’s New for 2025?
- Indexed Annuities: Potential for Growth with Some Downside Protection
- Is Tip Fatigue Wearing You Out?
- HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
- Home Energy Rebates Could Save You Money
- Would You Be Prepared for an Unplanned Early Retirement?
- A Critical Combo: Life Insurance with Long-Term Care Benefits
- Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
- A Mortgage Recast Is an Alternative to Refinancing
- Charitable Gifts of Life Insurance
- Year-End 2024 Tax Tips
- Eight Ideas for Smarter Holiday Shopping
- An Umbrella Policy Offers Extra Liability Coverage
- Two Tax-Friendly Retirement Plans for the Self-Employed
- HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
- Treasury Yields Off 17-Year Highs
- If You Don’t Have a Will Yet, Why Not?
- FAFSA for 2025-2026 School Year Opens December 1
- Do You Know Your Medicare Coverage Options?
- Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
- Can You Put the Brakes on Rising Auto Insurance Premiums?
- Making the Most of Your Credit Card
- It’s Complicated: Inheriting IRAs and Retirement Plans
- Retroactive Social Security Benefits: A Chance to Turn Back Time
- Eight Great Investing Quotes
- Watch for These Hazards on the Road to Retirement
- After the Loss of a Loved One, Watch Out for Scams
- Should You Buy or Lease Your Next Vehicle?
- Birthday Benefits Quiz
- Saving for College: 529 Plan vs. Roth IRA
- The United States Is Older Than Ever Before
- Are You Spending Money to Keep Stuff You Don’t Need?
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Research Articles
- Weekly Market Commentary | September 30, 2024
- Weekly Market Commentary | April 14, 2025
- Weekly Market Commentary | April 7, 2025
- Weekly Market Commentary | March 31, 2025
- Weekly Market Commentary | March 24, 2025
- Weekly Market Commentary | March 17, 2025
- Weekly Market Commentary | March 10, 2025
- Weekly Market Commentary | March 3, 2025
- Weekly Market Commentary | February 24, 2025
- Weekly Market Commentary | February 18, 2025
- Weekly Market Commentary | February 10, 2025
- Weekly Market Commentary | February 3, 2025
- Weekly Market Commentary | January 27, 2025
- Weekly Market Commentary | January 21, 2025
- Weekly Market Commentary | January 13, 2025
- Weekly Market Commentary | January 6, 2025
- Weekly Market Commentary | December 30, 2024
- Weekly Market Commentary | December 23, 2024
- Weekly Market Commentary | December 16, 2024
- Outlook 2025 | Pragmatic Optimism
- Weekly Market Commentary | December 9, 2024
- Weekly Market Commentary | November 15 2024
- Weekly Market Commentary | November 18, 2024
- Weekly Market Commentary | November 11, 2024
- Weekly Market Commentary | November 4, 2024
- Weekly Market Commentary | October 28, 2024
- Weekly Market Commentary | October 21, 2024
- Weekly Market Commentary | October 14, 2024
- Weekly Market Commentary | October 07, 2024
- What Is a Roth 401(k)?
- How Much Do I Need to Save?
- Unforgettable Birthdays
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Is a 401(k) Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
- What Is a Required Minimum Distribution?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Is Asset Allocation?
- What Is Dollar-Cost Averaging?
- How Long Will It Take to Double My Money?
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Videos
- Saving for College with a 529 Plan
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Digital Deception: Watch Out for Cybercrime
- Your Retirement Savings Plan Comes with Tax Benefits
- Pay Down Loan or Invest
- The Road to Retirement Can Begin at Work
- The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- The Pros and Cons of a Big Tax Refund
- Women and Money: Taking Charge of Your Financial Future
- Social Security: When Should You Claim Retirement Benefits?
- How Sequence of Returns Can Affect Your Retirement Savings
- Taking a Financial Inventory
- 3 Factors to Consider When Investing for the Long Term
- Taking a Closer Look at Target Date Funds
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
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Glossary