Welcome to the Education Center

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

 

Latest Articles

    Preparing for retirement

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    Retiring in a bear market

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    Retirement withdrawal strategy

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    Estate planning guide

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    Tax saving strategies you can employ all year

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    The benefits of tax-loss harvesting

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    8 tips for choosing a tax preparer

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    Tax efficient investing

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    Are 529 contributions tax deductible?

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    Understanding potential capital gains tax on real estate in a hot market

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    Creating a will: common mistakes and how you can avoid them

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    Estate planning checklist

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    Continuing care retirement community: are you financially ready?

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    4 questions every small-business owner should ask their retirement plan advisor

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    What is a stock market correction?

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    When to sell ESPP stocks

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    Why the S&P 500 may fail as your portfolio’s benchmark

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    Welcome to Web3: The evolution of the internet

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    Avoid these 3 things when saving for college

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    VACATION RENTAL TIPS FOR OWNERS

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    5 Steps to Building Wealth

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    Avoiding availability bias during market volatility

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    Protect your wealth against scams

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    Estate planning for your digital assets

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    Is now the time to pull your money out of the market?

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    401k distribution rules: how you can avoid taxes on inheritance

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    The Great Resignation

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    MANY COUPLES DON’T DISCUSS THEIR FINANCES IN DEPTH

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    Leasing a car vs buying

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    Helpful tips for hiring an in-home caregiver

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    When to buy Long-Term Care insurance

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    Do I need flood insurance?

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    Disability insurance benefits can help protect your top financial asset

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    What is an umbrella insurance policy?

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    Navigating the unique needs of blended family finances

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    Is Long-Term Care insurance worth it?

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    tips for managing finances during gray divorce

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    How to buy life insurance and what to avoid

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    How often should a will be updated?

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    Choose the right kind of power of attorney

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    How can I maximize my social security benefits?

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    I bonds: The inflation-protected asset you should know about

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    ARE BONDS A GOOD INVESTMENT?

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    Should you rebalance in a down market?

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    Passive investing: Is it right for you?

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    Important Papers to Keep: A Checklist

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    Know the difference: beneficiary designation vs. will

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    What causes inflation?

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    Feeling taxed?

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    Changes are coming to estate planning laws: How to prepare now

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    What to do when a family member dies

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    Estate planning for business owners

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    6 Questions to Ask a Financial Advisor

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    Should you create a trust?

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    3 questions to consider before you meet with an estate planning attorney

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    Identity theft: 10 ways you can lower your risk of being victimized

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    Giving while living

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    What you need to know if you’re an executor of estate

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    What is the best way to pass on an inheritance?

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    Inheritance theft: Be vigilant

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    Do you have more money problems than a year ago?

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    How you can avoid taxes on a 401K inheritance

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    Some advantages of a fintech company

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    Lending money to family or friends

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    12 RETIREMENT PLANNING QUESTIONS EVERYONE SHOULD CONSIDER

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    The urgent need for tax planning right now

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    August Market Insights

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    The elder care equation

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    The terminology of trusts

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    4 strategies for empty nesters

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    Volatility in the stock market: what it means and how to manage it

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    Is this the right time for refinancing a mortgage?

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    Should I pay off my mortgage?

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    Don’t fall into the trap of using mental accounting

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    Behavioral finance: Keeping emotions separate from investing

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    Buying real estate with an IRA

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    Advantages of Donating Stock to Charity

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    Insurance policies that you do and don’t need

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    Discipline and courage in changing times

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    Are I bonds a good investment?

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    How Qualified Charitable Donations Can Lower Your Taxes

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    July Market Insights

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    Is college worth it?

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    May 2023 Market Insights

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    15 Tax Saving Strategies to Minimize Your Expenses

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    Plan now for a day when you might need help

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    Can an executor of a will be a beneficiary?

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    The psychology of retirement

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    Everyday Wealth in America 2022 Report

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    Purchasing a life insurance policy?

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    Is your property and casualty insurance protection up to date?

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    How much insurance do you need?

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    Estate planning for people with disabilities

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    What are the 'Financial Engines'?

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    Who do you call when life comes calling?

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    Investment and market insights

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    Should you try to hedge against inflation?

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    Employers can help max out your 401k

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    Depleting Social Security trust fund

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    We need to talk about annuities

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    Spending in retirement

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    Your annual financial planning checklist

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    Which home improvements add the most value?

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    What to do if you are a victim of identity theft

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    De-dollarization, digital dollars and gold – what does it all mean?

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    How to take advantage of higher interest rates

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    How do higher interest rates affect you?

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    Tips for navigating the new job market

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    The downside of buying real estate with your IRA

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    April 2023 Market Insights

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    8 considerations for buying a second home

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    Everyday Wealth in America

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    Do you know about these retirement income strategies?

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    Resist borrowing from 401k

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    Eyeing early retirement

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    Pay off mortgage before retirement

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    Reverse mortgage pros and cons

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    What's wrong with healthcare?

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    6 Retirement Income Strategies

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    What is a backdoor Roth IRA?

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    Keeping your financial New Year’s resolutions

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    Russia’s invasion of Ukraine and its effect on the markets

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    What the Silicon Valley Bank news means for your wealth

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    How to prepare for a bear market

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    March 2023 Market Insights

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    Putting inflation and the markets into perspective

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    Federal budget proposals and their effect on investment strategies

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    February 2023 Market Insights

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    Everyday Wealth, Everyday Insights

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    When to collect Social Security

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    Meet your chief investment officer Neil Gilfedder

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    How to Rebalance a Portfolio

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    Growth vs value stocks: Which is better for your portfolio?

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    ESG investing: Off the sidelines and into the mainstream

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    Compensation at work: Employee stock options

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    What is cryptocurrency? And other FAQ about digital assets.

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    A lesson from our Founding Father Ben Franklin

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    What excess 529 funds can be used for

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    Second marriage financial advice and to-do list

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    Types of business structures and how to decide

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    Portrait of family outside of their home

    Should I roll over my 401k?

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    7 types of insurance policies you do and don’t need

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    Get water and sewer line insurance protection

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    Is a charitable remainder trust right for you?

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    Putting employees on the fast track to financial health

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    Financial markets news: 2022 midyear review

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    Addressing the Gap in Financial Literacy Among Women

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    Understanding financial leverage

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    What are the “Financial Engines” in Edelman Financial Engines?

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    Estate Planning for Blended Families

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    A different view on how to leave an inheritance to heirs

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    Leaving a Legacy

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    Building first generation wealth

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    Protecting your wealth

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    Financial planning for special needs

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    Managing financial stress in volatile times

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    Market volatility and what it means for you

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    An economist’s take on what’s happening today

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    Investing: The importance of diversification

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    Growing and protecting wealth goes beyond the markets and the economy

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    New year, new financial opportunities

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    The perils of eschewing estate planning

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    Cash is trash. Or is it king?

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    Are your taxes going up?

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    Financial planning for single people

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    4 risks of retirement

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    A deep dive into when to claim Social Security

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    The role of finances in gray divorce

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    Last-minute tax tips

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    Is the 60/40 portfolio dead?

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    Should we re-imagine retirement?

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    Retirement security and the SECURE 2.0 Act

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    REPLAY: Investing vs. speculation

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    Navigating a challenging housing market

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    Starting a small business or a side gig

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    REPLAY: Aging: A family matter

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    REPLAY: What type of investor are you?

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    Tying up loose financial ends

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    Financial considerations for the holiday season

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    Facing financial challenges

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    REPLAY: Building First Generation Wealth

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    How bad is it REALLY out there?

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    What type of investor are you?

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    REPLAY: You’re retired (or almost retired) … now what?

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    The intersection of love and money

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    END-OF-YEAR ‘TO-DO’S’ – MEDICARE AND CHARITABLE GIVING

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    You're retired (or almost retired)...now what?

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    Fear of missing out

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    Why you should be interested in interest rates

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    HOW TO PLAN TO RETIRE IN A BEAR MARKET (Replay)

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    Moments that matter

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    Investing vs. speculation

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    Can money buy happiness...even in a recession?

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    Conquering financial stress and anxiety

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    Rethinking estate planning

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    Are we headed for a recession?

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    IS THE 60/40 PORTFOLIO DEAD? AND OBSTACLES TO BUILDING WEALTH

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    Understanding inflation and what you can do

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    HOUSING: THE MARKET FORECAST, RENOVATING AND TAXES

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    Is a recession inevitable?

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