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10 Result(s) in the “Personal Finance” Category


May. 16, 2022

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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Apr. 29, 2022

How to Prepare Your Retirement Portfolio for Inflation

Inflation has been a major topic in the news lately. While it has an impact on all of us, those…

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Apr. 29, 2022

Protecting Your Retirement Nest Egg Against Inflation

Inflation has quickly become a reality for all of us, where we are now spending more on everyday items. As…

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Apr. 3, 2022

April is National Financial Literacy Month

Did you know that April is National Financial Literacy Month? Investopedia defines financial literacy as “the ability to understand and make…

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Feb. 25, 2022

Confirmation Bias, Cognitive Dissonance, and Recency Bias

Recently, we discussed hindsight bias and its impact on our investment decisions. This isn’t the only behavioral pitfall that we face as…

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Feb. 19, 2022

3 Tips for Financial Security in Retirement

Financial security in retirement is one of the biggest concerns for workers of all ages and particularly those that are…

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Jan. 7, 2022

Changes to Retirement Plan Maximums and Social Security Benefits for 2022

You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…

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Nov. 23, 2021

Considering Bankruptcy in Retirement? Here Are Some Things You Should Know

While unpleasant to think about, an unfortunate reality is that many people find it necessary to file for bankruptcy in retirement. …

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Oct. 29, 2021

Downsizing Your Home in Retirement: Four Factors to Consider

Many people consider downsizing their home as they approach or enter retirement.  As with any significant life-changing decision, there are…

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Oct. 22, 2021

Why You Should Consider a Roth IRA Conversion Before Year’s End

If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…

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