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Showing 1921-1930 of 4204 results

Blog

October 2022 Market Commentary

Explore key market drivers from September 2022, including Fed rate hikes, inflation trends, and recession risks. Learn how investors can stay focused amid volatility.

Investing Oct 7, 2022

Blog

Mortgage-free Retirement: Should it be a Priority?

Should you pay off your mortgage before retirement? Explore key factors like interest rates, tax deductions, and financial flexibility to make the best decision for your future.

Retirement May 25, 2019

Blog

Money Mistakes Each Generation is Making

From Gen-Z to Baby Boomers, each generation faces unique financial pitfalls. Learn the most common money mistakes by age group—and how to avoid them.

Financial Planning Mar 5, 2017

Blog

Last Minute Tax Clinic

Still filing your 2021 taxes? Discover last-minute tax deductions, including IRA and HSA contributions, spousal IRAs, and smart strategies to reduce your AGI before April 18, 2022.

Tax Planning Apr 6, 2022

Blog

Marrying Later in Life

Getting married later in life? Bruce and Peg share key financial and emotional considerations for older couples building a future together in a new chapter of love.

Financial Planning Feb 28, 2021

Blog

Market Commentary - May 2022

Rising rates and inflation strain markets as the Fed plays catch-up. Despite risks, recession odds are moderate—steady investing is advised.

Investing May 9, 2022

Blog

March 2022 Investment Commentary

Explore how the Russia-Ukraine conflict, inflation fears, and rising rates impacted markets in February 2022. Get insights on equities, bonds, and Fed policy outlook.

Investing Mar 7, 2022