Money

reverse mortgages

Reverse Mortgages: A Viable Option or a Risky Bet?

A reverse mortgage can seem like a lifeline offering access to much-needed cash during retirement....
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Protecting Your Biggest Investment: The Realities of Homeowners Insurance

On Oct 28th of last year, we published an issue on insurance and it was...
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The Ownership Illusion: Is Homeownership Still the American Dream?

Owning a home has long been a cornerstone of the American Dream, and recent surveys...
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The Money Talk: Guiding Your Children Through Career and Education Choices

In today's rapidly evolving job market, having honest conversations with your children about career choices...
college planning

Smart Strategies for Education Funding: Unlocking the Benefits of 529 Plans and Tackling the True Costs of College

Planning your child’s education is a pivotal financial milestone, and with college costs continually rising,...
crypto

Understanding Cryptocurrency: A Primer for Conservative Investors

After spending January exploring the fundamentals of financial planning - from estate planning to choosing...
2025 outlook

2025 Market Outlook: Putting Your Financial Knowledge to Work

Now that we're a month into 2025, we can begin to see how the year...
investment fees

Understanding Investment Fees: What You’re Paying For and Why It Matters

When it comes to investing, fees might not be the most exciting topic, but they’re...
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Your Investment Starter Pack: Essentials and First Steps

Starting your investment journey might feel overwhelming, but it doesn’t have to be. With a...
acct choices

Where to Start: Choosing the Right Account for Your Investments

For many people, the hardest part of investing is simply figuring out where to begin....