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The Wisdom of 2020
The Wisdom of 2020
01/14/2021 4 min read
Last year was a tough one: The pandemic raged, killing more than 300,000 Americans and strongly impacting the lives of everyone else. The economy bifurcated; many Americans...
What Is a QDIA and Should It Be Part of My Company's 401(k)?
What Is a QDIA and Should It Be Part of My Company's 401(k)?
01/12/2021 3 min read
Editor’s Note: This article was co-authored with Lindsey Weeks, Retirement Plan Service Manager
How to Properly Set a Budget
How to Properly Set a Budget
01/10/2021 43 min listen
A lot of people have made financial New Year’s resolutions, but without a budget, you aren’t going to keep them. Bruce and Peg offer some tips for setting your budget and...
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3 Tips for Living in the Moment While Planning for Retirement
3 Tips for Living in the Moment While Planning for Retirement
01/06/2021 4 min read
Saving for retirement can feel like an overwhelming task. How much do you need to save? How much can you really afford to put away and still live the life you deserve today?...
Are Tax Refunds Good or Bad?
Are Tax Refunds Good or Bad?
01/04/2021 3 min read
It’s the time of year when some people are seeing checks in the mail from the IRS, while others are sending checks in. Those of you who are seeing money coming back might...
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