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It’s the time of year when many of us are thinking about our plans for the near future — especially our New Year’s financial goals. For some, that creates a feeling of pressure, especially if you struggle to specify those goals. One of the biggest issues in doing

As the calendar turns over to a new year, it’s the perfect opportunity to assess our financial habits and make positive changes that can set us on a path toward a stronger financial future. Adopting healthy financial habits can not only improve our current financial situation but also provide us

Here are the six financial key points for people to be aware of before the end of the year to better position themselves. 1. RMDs — Required minimum distributions: If you are age 73 or older and have a “tax-deferred” retirement account like a 401K, Traditional IRA, TSP, 403B, or

As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a successful year ahead. Year-end financial planning is a vital practice that allows you to take stock of your financial health, make necessary adjustments, and set meaningful goals

Charitable giving can be a cornerstone of a fulfilling financial journey, allowing you to make a positive impact on the causes you care about while potentially enjoying valuable financial advantages. Even if you give altruistically – never expecting anything in return – it’s important to understand any financial

The journey to financial success is paved with thoughtful planning and strategic decision-making, especially when it comes to your investment portfolio. As the new year approaches, it’s a prime opportunity to conduct a comprehensive investment review that sets the stage for a successful year ahead. In this article, we’ll guide