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What to do with Leftover 529 Money?
Your 529 Has Money Left Over? So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million families in the U.S. who helped fund college tuition using a 529 college savings plan. And depending on the type of higher education you or …
Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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Presidential Elections – Stay the Course
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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LIFE series: Having a Baby
Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...
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LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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Market Commentary May 2024
Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as ...
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LIFE series: Divorce
We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...
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More Isn’t Always Better
Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...
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