Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes...
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Financial Spring Cleaning: 8 Ways To Refresh Your Finances
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing...
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5 Time-Tested Investment Strategies to Match Your Financial Mindset
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it...
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5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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How to Dive into Business Succession Planning: 10 Key Questions
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many...
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From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those...
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Planning for the Future: Essential Steps to Secure Your Retirement
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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5 Damaging Myths About Money Talks & the Facts Behind Them
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
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