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Life Insurance Might Help During Turbulent Economic Times

October 2025

During times of economic uncertainty and when the stock market is volatile, life insurance may be a useful tool to consider. Income protection Finances that were intended to provide support for you and your family could take a hit due... Read more

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

October 2025

On September 17, 2025, the Federal Reserve’s Federal Open Market Committee (FOMC) lowered the target range for the benchmark federal funds rate by one-quarter percentage point — the first rate cut in nine months. This brought the range to 4.0%–4.25%... Read more

Grocery Games: Strategies to Help Stretch Your Food Budget

October 2025

After several years of unusual price hikes, many shoppers still feel stung when they check out at the grocery store. Measured by the consumer price index, grocery prices rose just 2.2% over the 12 months through July 2025. Even so,... Read more

How Has SECURE 2.0 Affected 401(k) Plans?

October 2025

Since its inception in 1980, the 401(k) plan has become a key tool in helping Americans build wealth. In fact, the number of people who have become millionaires through their 401(k) plans reached 537,000 in 2024, a 27% increase from... Read more

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

September 2025

Contributing to a traditional 401(k) or IRA can help reduce your current tax bill, but you may run into some drawbacks in retirement. Withdrawals are taxed as ordinary income, and you must take required minimum distributions (RMDs) once you reach... Read more

Why Renters Should Have Their Own Insurance

September 2025

A recent survey found that 35% of Gen Z adults pay for a cell phone protection plan, but only 21% have renters insurance.1 Young renters who are just striking out on their own may not realize that a landlord’s insurance... Read more

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

September 2025

Over the past several years, news reports have grown more intense about the precarious global supply of rare-earth minerals. Yet outside scientific and national security arenas, many people may not fully understand the importance of rare earths. What are these... Read more

Consider Munis for Tax-Free Income

September 2025

In 2024, the municipal bond market saw record trading for the third consecutive year. New issues also set a record at $508 billion, the first time muni issues exceeded $500 billion. The trend continued through the first half of 2025;... Read more

Navigating Financial Conversations with Aging Parents

September 2025

Having a conversation with your parents about their finances can seem like a daunting task. However, it is an essential step in helping to ensure their financial well-being as they get older. Here are some practical tips to help you... Read more

Voluntourism: A Vacation That Makes a Difference

September 2025

Is your idea of a perfect vacation spending time alone on a beach with a good book? Or would you prefer a more active experience where you are part of a group, challenging yourself, and using your talents and skills... Read more

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