The Advisor Blog

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A New Year, A New Opportunity to Save with a 529 Plan

The start of a new year is typically a time when people resolve to implement or recommit themselves to a personal financial goal. This year, why not consider opening a 529 plan account

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Can Your Personality Influence Your Portfolio? New Research Points to YES

Academic researchers have been exploring how investors’ personalities might affect their financial decisions and wealth outcomes.

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Do You Have These Key Estate Planning Documents?

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death.

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Rising Enrollment in Medicare Advantage Plans

The percentage of Medicare beneficiaries enrolled in private Medicare Advantage (MA) plans has risen steadily since 2005,

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Economy Staying Strong

After a worrisome decline in the first half of 2022 — which sparked fears of a recession — U.S. inflation-adjusted gross domestic product (real GDP) has grown steadily.

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