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COMMITTED TO YOUR FINANCIAL WELL-BEING

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5 Important Financial Goals for the New Year Thumbnail

5 Important Financial Goals for the New Year

Goals can be more challenging to set if you have difficulty envisioning the rewards that come with financial stability. Make this the time you take control of your finances and get on the right track for a more financially stable future. Organizing your finances can be daunting, but setting a few...

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Unraveling the Pitfalls of Target Date Funds Thumbnail

Unraveling the Pitfalls of Target Date Funds

Target Date Funds (TDFs) have surged in popularity as a hassle-free investment option, especially for retirement planning. However, beneath the surface lies a set of significant drawbacks that investors should scrutinize. This article discusses the four key pitfalls you should seriously consider before investing in TDFs for your retirement.

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Understanding Social Security Benefit Taxation Thumbnail

Understanding Social Security Benefit Taxation

Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed..

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