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Financial Fitness
January 3, 2021In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the…
Should You Set a Certain Number to Save for Retirement?
January 3, 2021They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s “they say” segment.
Markets Finish the Year in the Green
January 3, 2021Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market…
Markets Move Higher
December 20, 2020Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future?…
Four Questions to Answer Before you Retire
December 13, 2020There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you…
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