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Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

What You Need To Know for the 2024 Tax Season About Credits, Deductions, and Policies

The 2024 tax season is approaching, so be prepared for any changes that could affect your return.

Jim Faranda

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

401(k) Rollover Options to Consider

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

If you have a 529 education savings plan, it can now be converted to a Roth IRA.

Building a Strong Financial Foundation

It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

Retirement Planning: A Map to Changes in 2024

Navigating these demands an adaptable approach to planning your finances.

How Much Should I Have in My 401(k)?

A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

You Might Not Want to Max Out Your 401(k) Right Away

Contributing to a 401(k) plan is an excellent method for saving for retirement.

Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

How to Recognize and Protect Yourself Against Tax Identity Theft

A common type of identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Instead of getting a quick refund, they may instead be facing a lengthy battle with the IRS.

Do I Need Life Insurance in Retirement?

You work your entire life with the hope that one day you may be able to retire when you choose and have the free time to take advantage of all of the social activities, travel, and hobbies you couldn’t do regularly with the responsibility of a career and providing for your family.

The Early Bird Advantage: Why Timely Year-End Planning is Essential

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over.

Why Financial Preparedness Is a Smart Investment

Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

The Importance of Financial Wellness

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.

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