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SECURE Act 2.0: What Does It Mean for You?

Most of you have likely seen the news about the $1.7 trillion omnibus spending package passed by Congress just before […]

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Biden’s Student Loan Forgiveness Plan: Key Action Items

Two weeks ago, the Biden administration announced a Student Loan Debt Relief Plan, which, if implemented, will impact millions of […]

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Confronting Anxiety and Uncertainty: A Bear Market Pep Talk

One of the most popular stock market indices, the S&P 500, fell into bear market territory in mid-June, as it […]

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How Concerned Should I Be about Rising Inflation?

Inflation has been a frequent topic in the financial press over the past year, especially in the past two months […]

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Third Time’s the Charm: How the New Stimulus Plan May Impact You and Your Taxes

Another blog about a stimulus plan?  Yes.  While it may seem like a Congressional production of Groundhog Day to those […]

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What Will Happen to Social Security after the Election?

“Never let the facts get in the way of a good story.”  This adage may be a good rule of […]

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