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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need. “This generation got no destination to hold...We are volunteers of America”“Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane...
How Will The Economy React To AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy? Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries. Governments are...
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.The content is developed from sources believed to be providing accurate information. The information in this material is not intended...
Financial Strategies For Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent. Women and College The reason behind this disparity doesn't seem to be a lack of education or independence. Today, women are more likely to go to...
Five Most Overlooked Tax Deductions – Updated
Five overlooked tax deductions to help manage your tax bill. Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s...
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help. According to the Social Security Administration, a 20-year-old has more than a 25% chance of becoming disabled before reaching retirement age.1 Loss of income...
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies. Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an...
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition. Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching...
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers...