Spring Cleaning Your Finances
Did you know that according to the Cleveland Clinic, the mental health benefits of “Spring Cleaning”—the annual practice that prioritizes decluttering and organizing one’s living space—can have positive psychological effects? It appears that the process […]
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The Best Financial Plan is the One You Can Follow: A Study on Risk Tolerance
Let’s talk about something that doesn’t get the recognition it deserves—risk tolerance. This is a crucial part of developing a financial plan that works for you and helps you achieve your longer term goals. The […]
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How to Make Last-Minute IRA Contributions
If you hurry, you can still lower your 2022 tax bill. Yes, it’s true. While most tax-saving actions must be completed by year-end to count for that year’s return, taxpayers can continue making contributions to […]
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5 Things That Matter More Than Money for a Happy Retirement
Retirement is a stage of life that most of us eagerly anticipate. After all, those well prepared for retirement have given their time, energy, and emotions to a long and successful career. And now, FINALLY, […]
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Tax Domicile: How To Maximize Retirement Savings
Relocating in retirement is relatively common, especially to a state with nicer weather, lower property taxes, and low (or no) state income tax. Determining your tax domicile is crucial for retirees looking to optimize their […]
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Four Reasons to Delay Social Security Benefits
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
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