The Advisor Blog

Online Credit Score Ranking Check. African American man holding up phone smiling showing credit score.
Staying on Top: 5 Tips for Maintaining a Strong Credit Score

It’s hard to imagine functioning in today’s world without credit. Whether you’re buying a car or purchasing a home, credit has become an integral part of our everyday lives.

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African American woman sitting at desk with head in hands, sitting in front of computer screen that says system hacked. Concept of being scammed or hacked or dealing with fraud.
Concerned About Cyberattacks? The Threat Is Real

According to a 2024 survey, 60% of small businesses believe that cyberattacks are the biggest threat they currently face, and rightly so.1

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Funding the Federal Government

The IRS collected a little more than $4 trillion in net taxes (after refunds) in fiscal year 2023.

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The Versatile Roth IRA

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox.

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Happy senior African American couple on a boat out in the ocean enjoying life; vacation; concept of enjoying retirement.
Enjoying Retirement Despite the Costs

In a 2024 survey, about half of retirees said that retirement costs were higher than they expected, but a large majority were enjoying the lifestyle they imagined (at least to some degree) and spending what they wanted within reason.

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