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Financial Planning

Top 5 Football Foods

Sure, football is great, but we’ve all just been waiting for an excuse to chow down on some good food! Here are our five favorites. Even the biggest fans of their teams who show up in old, torn jerseys they refuse to throw away can’t deny that food is the best part of a football Sunday, and after a long...
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How ‘Succession’ Becomes Reality

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point...
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Traditional vs. Roth IRA

Planning for your retirement is essential, and knowing the differences between a traditional IRA and a Roth IRA can play a significant role in building your financial future during those years. Both IRA’s offer valuable benefits, but they come with varying income limits, arrangements, and respective pros and cons. Traditional IRA: The traditional IRA offers a tax advantage as you...
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What is Direct Indexing?

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will...
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What Is a Financial Plan?

Financial Planning

If you have been contributing to your 401(k) or similar plan at work, you may think that you have a financial plan in place. But that’s not the case. A financial plan is more than a retirement account, it’s a comprehensive outline of your finances, including both short-term goals like vacations, and long-term goals like retirement. Elements of a Financial…

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