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Do you have a plan for your fixed income when rates come down? Historically, average fixed income returns have been 3.2% - which is a problem. Find out why.
Have you heard about alternative investments but don't know what they are? In our latest blog we cover the basics.
Financial literacy is a broad topic. When younger it's about savings and interest. Once working there is a lot more to know!
How does the stock market perform during an election year? Does it matter which party wins the Presidency? See what the data says.
Do you have a lot of cash in your money market account and wonder what to do with it if rates come down? We explain your options.
When you're not longer working you need an income replacement strategy. How is your strategy affected by changing interest rates?
Have you ever wondered what you need - a will or a trust? They are very different and each persons needs are unique.
When should you work with a financial advisor versus do it yourself? We lay out the pros of both option. Find out what's right for you.
What can you do with leftover 529 funds for your children? The new Secure 2.0 Act now allows this to be rolled into a Roth IRA! Help your children become millionaires.
Do you want to save on taxes and grow your retirement wealth? Roth accounts are the answer. Roth IRAs, Roth 401(k)s, Mega Backdoor Roth's and more!