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Importance of 529 College Savings Plans

Saving for your child's education is prudent, and 529 college savings plans can help you prepare for your child's higher education to guarantee a better future.

Photo of someone drawing a bar graph in their journal with the words "Retirement Plan," referencing the retirement Secure Act 2.0.

Retirement Secure Act 2.0 Major Changes

How have contributions changed? What are the new required minimum distributions? Here are some highlights of the biggest changes affecting 401k plans from the Retirement Secure Act 2.0 legislation.

Woman prepares financially for a divorce, signing divorce papers with wedding ring off. A grey bar reads, "Wealth Wisdom" in white, blue letters.

How to Prepare Financially for a Divorce

Going through a divorce can be stressful. Going through a divorce with the right financial information can help alleviate some of that stress.

Bear Market Graph

What To Do In A Bear Market

May has been miserable. As equity markets broke downside support, the market tipped briefly into bear market territory.

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What Does the Invasion of Ukraine Mean for Investors?

Equity markets sold off in the last two weeks, triggered by fear of Russian aggression in Europe followed by an actual invasion of Ukraine...

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Why is Estate Planning Important?

There can be great peace of mind in knowing that your financial affairs are in order, and your final wishes will be fulfilled as you’d like.

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Is Inflation Ahead?

Find out what's in the financial market forecast and what it means for portfolio positioning.

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Is a Depression Inevitable?

There is a good deal of media chatter regarding the possibility that the global economy is entering a great depression due to the COVID pandemic. Here's our take.