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What You Really Need in 2025
There is no good time to carry expensive credit card debt. But to be paying...
Roth 401(k) vs. Traditional 401(k)
By now you know I think Roth IRAs are a great way to save for retirement....
Driving Towards Financial Security
I can learn so much about a household’s commitment to building financial...
Will You Owe Tax on Your Social Security Benefit?
I know that for many of you nearing retirement, your Social Security...
It's College Acceptance Season
If you thought helping your kid navigate the college application process...
Don't Refinance Your Mortgage Without Reading This First
As news intensified over the summer that the U.S. economy was looking...
How Credit Unions Can Help You Build Financial Security
Those of you who have been with me for a long time know that I have always...
Mid-Year Investment Review
When was the last time you checked that your investments still reflected...
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