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    1. Optimize Your Bonus By Investing Smart
      Utilize your bonus to pad your retirement account.
    2. 6 Little-Known Perks of Filing Taxes Jointly
      Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
    3. Five Retirement Myths vs the Reality
      You may be looking forward to retirement, but misinformation could complicate your plans. This article reveals five common myths around retirement, how to recognize them and how to work around them
    4. Five Simple Year-End Tax Tips to Set Up a Successful 2024
      ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
    5. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
      After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
    6. The Great Resignation Breaks Records as 4.5 Million People Quit Their Jobs in a Single Month
      Thinking about leaving your job to get a better gig? You’re not alone. New estimates from the government show a record 4.5 million Americans quit
    7. What Is ‘Good’ Debt and How Can It Improve Your Finances?
      Not all debt is necessarily bad. This article explores the concept of “good debt” and how it can work for you
    8. What Is Personal Finance and How It May Help You To Achieve Your Financial Goals.
      Do you aim to become financially secure? Want to keep yourself ready for unexpected bills? Are you working on personal finance to meet your financial
    9. Empowering Hispanic Small Business Growth
      Empowering Hispanic Small Businesses: Overcoming Challenges and Driving Growth; Hispanic Heritage month;
    10. Thinking of Retiring in 2024? Do This First
      If you're hoping to finally hand in your notice and become a retiree in 2024, chances are good you're counting down the days until the new