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What Is the Debt Ceiling and Why Do We Care?
October 4, 2021

As you’ve probably heard, lawmakers in DC are currently embroiled in debate over the debt ceiling. Some want to raise it, while others remain committed to refusing. But what is the debt ceiling, exactly? And why should the average person care about it? Essentially, the “debt ceiling” refers to a…

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Why Do Some People Claim Social Security Early?
September 13, 2021

You’ve probably heard that claiming your Social Security benefits early will result in permanently lowered benefits – as much as 30 percent, if you claim them at age 62. In many cases this can be a bad idea, because naturally you want to enjoy as much retirement income as possible!…

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3 Ways to Test Your Retirement Plan
September 6, 2021

For most of us, envisioning the distant future can be difficult. That’s why saving for a distant goal can feel less than motivating. It’s no wonder so many people fall behind on retirement savings, or can’t force themselves to prioritize it! But because we will all need retirement income someday,…

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What Can We Learn from Warren Buffett?
August 16, 2021

You might think that someone as wealthy as Warren Buffett lives quite differently from the rest of us, and therefore his own financial habits wouldn’t really work for the average person. But actually, these surprising facts about Buffett cast light on some habits and choices that the rest of us…

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5 Moves You Must Make In Your Sixties
August 8, 2021

Most of us plan to retire somewhere around the age of 65 or so. So once you reach your sixth decade, it’s time to kick retirement planning into high gear. Those last few years give you opportunities to research options and make some final decisions that will impact the rest…

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Did the Pandemic Affect Your Retirement Plan?
July 11, 2021

With the pandemic fervor cooling off a bit, now it’s time to reflect, take stock of our current positions, and possibly alter our plans for the future. Events of the past year have affected all of us, and some more than others. With regard to those planning for retirement, we…

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Social Security Beneficiaries Might See a Raise Next Year
July 5, 2021

As the pandemic seems to be cooling off a bit, now your attention might have shifted to inflation. No, it’s not your imagination; prices on a number of essential goods and services have indeed risen over the past year. Some of these increases are quite noticeable and significant, and are…

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Some Pandemic Changes Might Actually Benefit You
June 14, 2021

The past year hasn’t exactly been fun for any of us. Aside from the obvious toll of the pandemic, we’ve all changed the way we live and work to some degree. But the good news is that some of those changes might actually benefit your budget, so maybe you shouldn’t…

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With Tax Law Changes Looming, Consider These Strategies
June 7, 2021

While nothing has been decided just yet, it looks likely that Congress will soon pass sweeping tax law changes. With most of these changes revolving around taxes on higher incomes and estate taxes, those in the upper tax brackets should probably prepare to make some adjustments to their strategies. The…

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Millennials Express Negative Views on Retirement
May 10, 2021

As Baby Boomers eagerly enter retirement or the final stretches of their careers, their children’s generation appears to view retirement in a much different light. According to a survey by Go Banking Rates, one in five millennials don’t believe they will ever get to retire. Is it just pessimism, or…

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