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    1. The Kid Roth: Build Your Child A Tax-Free Nest Egg And Teach Savings Over Spending
      Roth IRAs are a great option for retirement savings and will be a much more popular way to save now that the SECURE Act has been signed into law. The SECURE Act will generally make the nonspouse beneficiaries of taxable IRAs take, and pay taxes on, distributions over ten years, versus the current rule allowing them to
    2. Remote work is here to stay. Are you ready to embrace the shift?
      Nearly two years into the pandemic, remote flexibility is more than a preference for many workers — it’s a central concern for them as they plan their
    3. National Social Security Month is a chance to review 2026 changes and your retirement planning
      April is National Social Security Month, when we annually take a look at the status of retirement, receiving Social Security payments, and reaping the
    4. 5 New Things to Note on Your 2021 Business Return
      Income taxes are a perennial chore for business owners. While many tax items—deductions, credits, etc.—have new limits for 2021 due to cost-of-living
    5. Should You Get a Home Warranty?
      Thinking of buying a home warranty to offset potential appliance repairs? Read on to determine whether it's the right choice for you
    6. Understanding Homeowners Insurance
      Purchasing homeowners insurance is not only critical for protecting your home, your personal property and against any potential liability, but if you have a mortgage, your lender will require it.
    7. Buckle Up: 3 Reasons Why Inflation Is Rising
      Consumer prices are rising at the fastest rate since the Great Recession and the second fastest rate since the early 1980s.
    8. Employers, Its Time To Start Supporting Your Employees’ Financial Wellness
      Every employer—at least every good one—cares about the wellbeing of their employees. Outside of the basic health insurance and 401(k)s, many companies also offer wellness programs to encourage fitness amongst their staff or even have an educational budget for employees to go back to school or participate in certificati
    9. Fed Rate cut set to lower small business borrowing costs
      The Federal Reserve’s recent decision to cut interest rates is expected to bring financial relief to small businesses across the United States. This monetary policy shift will likely reduce borrowing costs for companies with variable-rate loans and those seeking new financing.
    10. Does Your Portfolio Fit Your Retirement Lifestyle?
      Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.