The Advisor Blog

African American woman sitting at table in home on laptop computer, sitting with papers and calculator and mobile phone, figuring financials.
Have You Set a Retirement Savings Goal?

It’s difficult to reach a destination unless you know where you’re heading.

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Buying a Condo? Focus on the Financials

Condominiums, or condos, appeal to home buyers of all ages and life stages, but they are especially attractive to younger families and retirees who want to reap the benefits of homeownership while spending less time and money on upkeep.

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Tips for Women Who Are Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents.

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Happy young asian woman traveler using smartphone and holding boarding pass while standing at the airport terminal ready for vacation trip, smiling female tourist with confidently travel insurance.
Travel Spending Surpasses Pre-Pandemic Levels

Spending by foreign visitors in the United States, including fares on U.S. airlines, is considered an export for purposes of U.S. gross domestic product, while spending by U.S. citizens in foreign countries and on foreign airlines is considered an import.

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Family Fun for Less: Tips for Cutting Costs on Your Next Vacation

Rising prices can make planning a budget-friendly family vacation challenging.

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