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1. Reluctant to retire? 3 signs you're ready
   Many people don’t have much choice about when they retire. Illness, job loss or caretaking responsibilities push them out of the labor force, ready or
2. Sandwich generation: How do you decide whose needs come first?
   Squashed, spread too thin, nothing left. This is not how you want your lunch described, but for those who are part of the “sandwich generation,” these descriptions are all too accurate.
3. 3 Reasons to Roll Over Your 401(k) When You Leave Your Job
   Whether you're leaving your job because of coronavirus-related layoffs or because you've found a new position, there are a lot of decisions you have to make when you're moving on. And one of the most important is what to do with your 401(k). Typically, you have a few different choices about how to handle this retiremen
4. Millennial Money: 4 items for your midyear money checklist
   A lot can happen in six months. That’s why, as we close out the first half of the year, it makes sense to check in on your financial life. “With
5. I'm an Investment Adviser: Here's Why You Should Resist a Zero-Down Mortgage
   For those of us who lived through the 2007 to 2008 global financial crisis, the lessons are indelibly imprinted in our minds. But it's been more than
6. Does a HELOC Make Sense for You?
   A Home Equity Line of Credit, commonly known as a HELOC, can be a savvy financial tool when used wisely.
7. The New Diversity Approaches Corporations Desperately Need
   What do companies need to do to get diversity and inclusion right?gettyby Erik ShermanUntold millions of dollars plowed into six decades of corporate diversity training and consulting have failed to transform businesses, their cultures and the makeup of executive ranks, researchers say. Multiple diversity experts who a
8. 4 reasons why millennials need life insurance
   - If you’re a millennial, the chances you’ve already invested in a private life insurance policy are probably pretty low. The share of Americans
9. Benefits of Opening a Pre-Tax Retirement Plan
   Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi
10. Rent Is Going Up: 3 Ways to Keep Your Finances on Track
    There's no doubt about it: Rent is going up across much of the country. According to the Consumer Price Index, costs for shelter rose 8% over the past