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Understanding the Economy: It Depends Who is Doing the Measuring
Financial Wellness 04/17/2024
You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...
The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...
According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...
Everyone’s road to retirement looks different. Life circumstances, family size, spending habits over your lifetime, can all change everyone’s end goals and retirement dates. Don't be fooled by common...
Target Date Funds, also referred to as TDFs are a mix of different types of stocks, bonds and other investments in a single solution. All intended to help you prepare for retirement and structured to...
Estate Plans are not just for people with “estates”. An estate plan is like a road map for making sure your wishes are carried out when you pass away or are unable to make decisions by yourself. 1...
The federal government has been periodically increasing the contribution limits for individual and workplace retirement accounts over time. Using the incentives of lower or deferred taxes, they are...
The first step in creating financial wellness is to gain knowledge. Knowledge is power—the power to build robust financial health. The more you know, the better. The financial world can be complex...
Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half"...
To be financially fit, shift your money mindset and set goals for yourself and your family. Manage and prioritize your spending and create sustainable habits to last your lifetime and pass those...
