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1. How to use your tax refund to reach your financial
   How to use your tax refund to reach your financial goals 3 savings strategies make your refund work harder for you   Receiving a tax refund this
2. 7 Year-End Wealth Moves
   As we get close to the end of the year, you still have time to improve your financial position with a few well-placed year-end moves.
3. Down Market? It’s Roth Time!
   The recent chaos in the market, coupled with the most significant sell-off since 1987, has at least one silver lining: if you intend to invest you can invest in a Roth vehicle and recoup gains potentially tax-free. Roth IRAs, and their bigger sister, the Roth 401(k), provide the opportunity for savers to develop invest
4. 4 things that might explain the labor shortage hitting the reopening American economy
   9.7 million people are actively seeking work, but businesses are reporting major labor shortages. The New York Times reported on four reasons that might account for that disconnect. These include jobless benefits disincentivizing people to work and pandemic health concerns. See more stories on Insider's business page.
5. Minimizing Taxes When You Inherit Money
   Illustration by Cha Pornea Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying
6. One Simple Tip for Planning the Three Stages of Retirement
   Planning for retirement takes hard work. Here's why taking a targeted approach cam help ensure a financially comfortable retirement
7. I changed my travel plans because of COVID-19, but there are 3 reasons I'm not changing a single thing about my investment strategy
   I was scheduled to travel to Germany from DC during the first week of March and had been looking forward to the two-week trip. I thought the European
8. Older Americans Month Underlines a Shocking Statistic for Many Seniors; How Old National and SECURE 2.0 Can Help
   As the saying goes, “Growing old is not for the weak.” And as statistics show, it’s also not for the unprepared. The encouraging news is that it’s not too late to take steps to improve retirement readiness.   Older Americans Month in May
9. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
   By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
10. What To Do If You’re 55 and Just Started Saving
    Strong financial discipline combined with the right money habits can help you retire on track.