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Welcome to the ��ϲ�� Education Center

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

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Latest Articles

Bonds Have Perked Up, So Pay Attention

If you wait for certainty, you will miss opportunity.
What to do if you are a victim of identity theft

Steps to consider taking immediately and how to be proactive in the future.
15 Tax Saving Strategies to Minimize Your Expenses

Here’s how you can reduce your taxable income this season.
Putting Election Anxiety in Its Place

Election anxiety and your portfolio.
Understanding RMD rules for 2024

Changes may affect how beneficiaries manage their inherited retirement accounts.
Top 10 retirement myths

Debunking common misconceptions about taxes, Social Security and more.
Retirement withdrawal strategy

What's the best way to take retirement withdrawals?
How to Wisely Invest Your Cash in 2024

Where you should put your cash is about more than the direction of rates.
Your Guide to Understanding Lower Interest Rates

Understanding interest rates is key for your financial plan. Learn if lower rates will impact your saving or borrowing plans.
Investing in an Election Year and Your ��ϲ�� Plan

Use these tips to help avoid the election trap.
How Is the Election Going to Affect Your ��ϲ�� Future?

Take them with a hefty grain of salt.
How Does the Federal Deficit Impact You?

Because money doesn’t come with instructions.®
Should I pay off my mortgage?

11 great reasons to carry a big, long mortgage
Early retirement health insurance options

How to plan for the period before Medicare.
Understanding potential capital gains tax on real estate in a hot market

An interview with wealth planner Isabel Barrow, director, financial planning at ��ϲ��
What you need to know if you’re an executor of estate

How to fulfill your legal obligation to someone's estate.
7 types of insurance policies you do and don’t need

Stay covered, but only for what you need.
12 RETIREMENT PLANNING QUESTIONS EVERYONE SHOULD CONSIDER

Help prepare yourself for your retirement years by answering these questions.
Reverse mortgage pros and cons

Why most people should think twice about reverse mortgage solutions.
Volatility in the stock market: what it means and how to manage it

Here’s how you can make market volatility work for you.
Buying real estate with an IRA

Should you use a self-directed IRA for a real estate investment?
Is a charitable remainder trust right for you?

It can be an effective tool for estate planning.
SEP IRA for self-employed retirement

Flexible benefits make it a good choice for some small businesses and the self-employed
Should I roll over my 401k?

Whether you’re starting a new job or retiring, here’s what you need to know about your retirement plan.
What is an umbrella insurance policy?

Consider umbrella insurance for coverage against risks you know about – and those you don’t.
Does a Will Override a Beneficiary Designation?

Avoid these costly mistakes when naming a beneficiary.
Can an executor of a will be a beneficiary?

Pros and cons of having a beneficiary be your executor
How do financial advisors get paid

And what value can they provide?
Leasing a car vs. buying: The pros and cons

How to decide which approach is best for you.
How you can avoid taxes on a 401K inheritance

Understanding your options is the key.
Determine Your Tax Filing Status as a Qualifying Surviving Spouse

Don’t let choosing the wrong status make a difficult time even more stressful.
Lending money to family or friends

What you need to know about family loan agreements.
The downside of buying real estate with your IRA

It’s a complicated process in which mistakes are costly.
Managing Cash – Do's and Don’ts

Is a CD the best investment vehicle for long-term growth?
Here’s What You Need to Know Before Buying a Second Home

There's more to ponder than a second mortgage.
Market Insights

Want help with investment success? The market reminds us that you need this trait.
Welcome to Web3: The evolution of the internet

A look at digital assets and how your online world will (possibly) change.
The power of patience

Things you can do (and not do) amid declining portfolio returns.
Behavioral finance: Keeping emotions separate from investing

It can be harder than you think.
Why paying capital gains tax on mutual funds isn’t so bad

It's all about how mutual funds are structured.
Important Estate Planning Questions

Because money doesn’t come with instructions.®
Understanding College ��ϲ�� Aid Options and the FAFSA

It’s almost time to apply for next year; here’s what to know.
Understanding Medicare Coverage in 2024

A conversation with Medicare expert, Ari Parker of Chapter Advisory.
Should I Consider a Phased Retirement?

It’s an option that allows for a gradual transition into retired living.
Estate planning for your digital assets

Don’t overlook your online accounts and assets.