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Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
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Spring Clean Your Finances

Estate Planning Financial Plan Spending

Spring is the perfect time for financial cleaning. Discover a practical checklist to.... Read more
Beach scene with a sign that says retirement

How to Lower Medicare Premiums in Retirement

Financial Plan Retirement Social Security

Retiring soon? You could be overpaying thousands on your Medicare premiums without even.... Read more
Women at Hurlow book club

Lessons from “The New Retirementality” by Mitch Anthony

Book Club Financial Plan Women & Money

Read insights discussed from "The New Retirementality" by Mitch Anthony during the Winter.... Read more
A boy smiles at his father as they fish at a body of water.

Why the Midwest Is America’s Best-Kept Wealth-Building Secret

Family Finances Financial Plan

Once considered flyover states, millionaires now seek to relocate to the Midwest for.... Read more
An open bank vault with a large pile of $100 bills pouring out.

How Well Do You Manage Wealth? Take the Millionaire Decision Quiz

Estate Planning Family Finances Financial Plan Inheritance Investment

As a millionaire, your financial decisions carry greater complexity and consequence than those.... Read more
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Vintage Wall Phone: A Timeless Classic (Buyer Beware)

Spending

What does a $14 eBay purchase have in common with a regretful timeshare.... Read more
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Is a Roth Conversion Right for You?

Taxes

A Roth conversion can be a valuable strategy to optimize your retirement nest.... Read more
The word HOBBY is displayed with images of expensive pursuits

The Most Expensive Hobbies in the World

Financial Plan Life Coaching

The world of hobbies offers a vast array of options, from the affordable.... Read more
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Three Red Flags: How To Avoid Bad Financial Advice

Family Finances Financial Plan Investment

Educate your friends and family about the red, yellow, and green flags when.... Read more
5 women sit at a table, each with a book, and an image of the book Smart Women Finish Rich

Lessons From “Smart Women Finish Rich” By David Bach

Book Club Women & Money

Read insights discussed from "Smart Women Finish Rich" by David Bach during the.... Read more
A young female graduate smiles at the camera in her graduation gown and hat

5 Must-Know Financial Planning Tips For Recent Graduates

College Planning Financial Plan Life Coaching

Are you a recent graduate who is ready to take the first step.... Read more
A cartoon image of 4 pigs, one hold a bowl of gold coins

The Four Little Pigs and Their Inheritance

Family Finances Inheritance

The following financial fairy tale demonstrates different ways that individuals can react to.... Read more