The Advisor Blog

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Is It Time to Declare Your Financial Independence?

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, other work-based plans that are driven primarily by employee contributions — such as 401(k), 403(b), and 457(b) plans — are the bedrock of the U.S. retirement system. This means it’s up to you to build retirement savings.

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What Are the Tax Implications of a Spouse’s Death?

Losing a spouse is an emotionally distressing time, and not surprisingly, tax-related concerns may not be a priority for a surviving spouse. However, failure to take appropriate steps can lead to a survivor paying more in tax than necessary.

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Pay Transparency Laws by State

Pay transparency laws require employers to disclose salary ranges at various stages of the employment process, such as in job postings or upon request by job candidates.

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High Prices Force Buyers to Stretch Out Car Loans

In the fourth quarter of 2025, the average monthly payment was $767 for new cars and $537 for used cars.

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