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Experts across the United States are increasingly worried that people’s savings and investments won’t be enough to last through retirement. Financial wellness holds the keys to a long and prosperous retirement, but you must know how to achieve it. But what is financial wellness? How easily can you attain it, and how might best practices differ …

Tapping Your Retirement Account for Other Financial Needs Can Have Costly Consequences According to a December 13, 2022, article in The New York Times, hardship withdrawals from workplace retirement accounts are rising — “another sign, along with rising credit card debt, that many Americans have been feeling financial pain from inflation.” At …

Tips and resources that everyone can use Knowledge is Retirement Power Although everyone has experienced a few tough years of higher inflation, it’s important to keep things in perspective. According to the Bureau of Labor, inflation has averaged just 2.41% from 2000 to 2023. Conventional wisdom says you should consider keeping an appropriate …

Keep your money safe with these online shopping security tips The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online shopping can be easy and fun. But unfortunately, there are many scammers who want to steal your identity and …

Looking To Teach a Child Some Important Money Lessons? Consider a Roth custodial IRA. You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, you’ve …