Financial planning is the process that can help you pursue your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.
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With the prices for gas, oil, and electricity continuing to soar across the country, consumers are facing another winter of high heating bills.
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The retirement “zone” If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period during which you’ll be faced with a number of important choices,
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An extraordinary number of new business applications — nearly 5.4 million — were filed in 2021, far surpassing the previous record of 4.4 million set in 2020. (1)
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Legislation that could benefit people with individual retirement accounts (IRAs) and workplace retirement plans is currently moving through Congress.
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Savings Basics
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