We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that…
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Top Tips to Walk Into 2022 With Confidence and Purpose
With 2022 just around the corner, thoughts of New Year’s resolutions begin to swirl across the country. Among the expected career and health goals, many individuals will resolve to improve their money management skills in…
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5 Clear Cut Signs You Need to Consider A Roth Conversion
To do a Roth conversion or not to do a Roth conversion, that is the question. A Roth conversion presents a strategic avenue for high-earners to take advantage of a Roth IRA while not contributing…
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The Powerful Estate Planning Checklist No New Parent Should Be Without
As you’re knee-deep in nursery colors, registries, and picking out the perfect name for your new baby, your estate plan is likely at the bottom of your to-do list. Growing families have a unique set…
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College Costs How Much? Why School Is So Expensive and Tips To Save Better
As many of you probably already know, the average cost of college in the United States has skyrocketed over the last couple of decades. In a 20-year time frame (according to educationdata.org), the average price…
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