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When to Claim Social Security Thumbnail

When to Claim Social Security

When it comes to deciding when to claim Social Security, there’s no easy answer. It can significantly affect your monthly income, so you want to weigh all your options before deciding. Learn what to consider in our latest blog post.

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How to Choose a Financial Advisor

Working with a financial professional means optimizing opportunities and taking advantage of planning strategies you might not have been aware of. A financial advisor should be a trusted partner you reach out to for advice and guidance when you’re faced with hard decisions.

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Recessions and Bad Moods. Six Ways They are Similar Thumbnail

Recessions and Bad Moods. Six Ways They are Similar

Are we headed for a recession? Lately, it seems we hear about it daily. There is concern that we are approaching a recession or even in the early stages. Can it be avoided? What does it mean to be in a recession, and how does it relate to the current markets?

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After Your Spouse Has Passed: Your Financial Guide Thumbnail

After Your Spouse Has Passed: Your Financial Guide

Widows have unique financial considerations that often get lost amid the grief and adjustment to a new way of life. But you do not have to go through it alone. If you are a widow and don’t know where to start, here are some steps you can take to build a positive financial future:

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Tax Credits and Ebikes. Time to Get Out and Ride! Thumbnail

Tax Credits and Ebikes. Time to Get Out and Ride!

An exciting piece of the Build Back Better bill for those who enjoy the outdoors or are looking for alternate transportation is the refundable 30% tax credit for certain types of ebikes costing up to $4,000. Ebikes are a good alternative to electric cars and electric buses as a carbon-neutral transportation option.

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How Women Think Differently About Retirement Thumbnail

How Women Think Differently About Retirement

While we’ve seen progress toward gender equality in recent years, women continue to face unique challenges that men typically don’t have to work to overcome. This is particularly true when it comes to planning for retirement.

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