Where should you actually spend your money? This simple truth says it all: invest in moments that matter—with the people who matter most.
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When was the last time you reviewed your beneficiaries? Even the best estate plans can unravel if beneficiary designations are outdated or misaligned. This checklist uncovers the critical questions you should be asking in 2025—before life changes catch you off guard.
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Beneath the calm, a current is building. Inflation looks steady—but with rising tariffs and global tensions, markets may be heading for rougher waters. What happens next?
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As your parents age, the checklist of financial, legal, and lifestyle considerations grows. From estate plans and medical expenses to digital assets and long-term care, this guide helps you navigate the complex — and often emotional — conversations to ensure nothing falls through the cracks.
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You've worked hard to build your legacy—don't let taxes decide what happens next. With shifting estate laws and once-in-a-generation exemption levels, now is the time to secure your family's future. Learn how smart estate planning can preserve more of what matters most.
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After months of surging imports, the U.S. trade deficit plummeted in April—slashing concerns about growth and inflation. But will it last? Here's what’s driving the numbers and why it matters.
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Starting a private foundation is inspiring—but managing it is where the real impact happens. From compliance pitfalls to fraud prevention and outsourcing options, this guide shares three essential tips to ensure your foundation thrives.
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Feeling unsure where to put your next dollar? Whether you're building an emergency fund, saving for retirement, or planning for something big, this easy-to-follow flowchart helps you make smarter financial decisions based on your unique goals and situation.
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Graduation day has come and gone... but what if your 529 plan still has a balance? Don't let those leftover funds go to waste—there are smart, strategic ways to use them, from grad school to Roth rollovers and even student loan repayment. Explore your options and make every dollar count.
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Inflation hits us where it hurts—from higher grocery bills to shrinking savings. But it’s not just consumers who feel the pain—investors brace for volatility, tighter margins, and rising rates. With recent inflation data showing signs of cooling, is relief finally on the horizon? Dive into why inflation sparks universal dread—and what it means for markets moving forward.
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The rise of “finfluencers” means financial advice is just a scroll away—but is it helping or hurting your bottom line? Before you act on bold predictions and viral hot takes, learn how to spot the risks, avoid the noise, and protect your financial future.
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From scam calls to cybersecurity blind spots, identity thieves are getting smarter every year. Use this quick checklist to uncover hidden vulnerabilities and take steps to protect yourself and your family before it’s too late.
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Is travel insurance really worth it—or just another checkbox at checkout? Before your next trip, find out how travel insurance works, what it covers (and doesn’t), and when it could save your vacation—and your wallet. Whether you're planning a luxury escape or a quick getaway, this guide will help you decide if coverage is a smart move or an unnecessary expense
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Has the World Caught Up… or Is America Still in a League of Its Own? Global markets may be having their moment, but don’t count the U.S. out just yet. Behind the headlines lies a powerhouse fueled by innovation, strong institutions, and unmatched economic influence. Explore why the idea of American exceptionalism is about more than just stock charts — and why its story is far from over.
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Just Inherited an IRA? Make sure you're making the most of it. This quick checklist highlights key decisions, tax rules, and planning opportunities that can impact your financial future. Whether it’s a Traditional or Roth IRA, use this guide to avoid costly mistakes and ensure everything is handled wisely.
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Health care costs are rising fast—and could be one of your biggest expenses in retirement. Discover how Health Savings Accounts (HSAs) can offer triple tax advantages and play a powerful role in your long-term financial and estate planning.
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Consumer confidence just hit near-record lows—but Wall Street is rallying. What’s going on? From tariffs and inflation to unexpected market surges, here's why Main Street and Wall Street are seeing two different stories
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Paying off your mortgage sounds like a financial win—but is it the right move for you right now? Use our quick, visual decision tree to weigh the pros and cons based on your unique situation—emergency funds, investment goals, and tax considerations included.
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As Warren Buffett steps away from the helm of Berkshire Hathaway, his timeless investing wisdom reminds us that patience, discipline, and long-term perspective are still the keys to navigating market uncertainty. With volatility creating new opportunities, attractive valuations, and strong corporate earnings, now may be the moment to channel your inner Buffett.
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With no rate change and no surprises, the Fed’s latest message is all about patience. Powell signals caution as trade tensions and inflation risks loom—but will jobs or prices tip the scales first?
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