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Insights, ideas and inspiration to fuel your best financial life
Roth IRA Mistakes An individual retirement account (IRA), specifically a Roth IRA, is a great option to save for retirement. One of the significant advantages of a Roth IRA is that, while contributions are not…
HOW TO CUT TAXES NOW AND IN THE FUTURE If you just wrote a big check to the IRS, you may be wondering how you can prepare now to cut your taxes next…
Turning 65 – A Retirement Checklist Are you turning 65 soon? Turning 65 is a major milestone and pivotal age for your retirement planning. Not only is this an important age for government programs…
How to protect your retirement from inflation It’s the ultimate battle of good vs evil. Retirement vs. Inflation. Inflation is the arch-enemy of your retirement savings and if you’re near retirement – or even…
President Joe Biden hasn’t hidden his desire to raise taxes on corporations and the wealthy. It is his way to fund a multi-trillion infrastructure package and new social programs. Details are likely to change…
The Power of 1% How Small Changes Can Make Big Differences in your Retirement Plan We have all heard that 1% better every day will have a massive effect on your life over…

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Recent Posts
ETFs vs. Mutual Funds: What’s the Real Difference? Why This Matters When it comes to building a smart, diversified portfolio, knowing whether to invest via ETFs vs. mutual funds can make a significant difference….
HSA Benefits Explained When it comes to building a smart financial plan, few tools are as underutilized and as powerful as the Health Savings Account (HSA). If you have access to an HSA through…