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What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement. Its job is to guide ... Read More
I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More
What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More
Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More
One of the biggest sources of income for non-government retirees is their Social Security benefit. For the average retiree, Social ... Read More
When we imagine the very wealthy, we often think of Wall Street executives and star professional athletes. But the truth ... Read More
The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More
Why Roth IRAs? With fewer available sources of guaranteed income in retirement (social security & pensions), planning for your retirement ... Read More
