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Why Quick Financial Fixes Feel Good – and Why Algorithms Keep Serving Them Up

If you’ve ever searched “how to get out of debt” or “best savings account,” you...
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The Risks Your Portfolio Can’t Cover

A retirement plan can tell you how to replace a paycheck, cover your bills, and...
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Keeping Up Without Jumping First

Finance isn’t fashion. You don’t get points for being the first to try the newest...
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Annuity Riders: What They Add, What They Cost, and Who They’re For

Annuity riders get pitched like optional upgrades - just add this feature and your contract...
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Mind the Healthcare Gap: Tools for Planning, Catching Up, or Hanging On

Healthcare in the U.S. is expensive, often unpredictable, and full of blind spots - even...
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Pre-IPO Scams: What Looks Exclusive Is Often Just Fraud

Pre-IPO investing has become a popular marketing pitch - especially over the last year. The...
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Rethinking the Role of Housing in Retirement Planning

Many people think of their home as their biggest asset. It’s where a lot of...
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A Midyear Personal Assessment

How to Stay Financially Grounded When the Economy Won't Sit Still We just spent time...
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Does Your Retirement Fund Match You or Just Your Age?

If you’ve got money in a retirement plan like a 401(k) or 403(b) you were...
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Cash: Your Financial Safety Blanket

We spend so much time talking about what you “should” do with your money -...