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    1. Want To Leave Your Kids An Inheritance? They May Only Have 10 Years To Take It.
      The Secure Act, which was signed into law in December 2019, brings about several major changes to the retirement system. One such shift marks the end of so-called “stretch IRAs” for non-spouse beneficiaries who inherit a retirement account after 2019. Although there are a couple of exceptions, starting in 2020, most ad
    2. 5 money conversations you should have before you get married
      Money may not be the most romantic topic on the pre-wedding agenda, but it's probably the most important. According to a study of over 4,500 married
    3. 8 Steps To Take If You Lose Your Job Because Of Coronavirus
      These are crazy times that we are living in as the current epidemic is shaking the world. We’ve now seen jobless claims top 30 million over the last six weeks – many of them due to the novel coronavirus. In case you’re keeping track, that’s more layoffs than jobs created since the Great Recession. Perhaps you’re newly
    4. Supercharge Your Retirement Savings With A Backdoor Roth IRA
      One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
    5. 7 Top Benefits of Roth IRAs That You Don't Want to Overlook
      The Roth IRA (individual retirement account) is bursting with benefits that can make saving for retirement a bit more exciting. If you don't want to
    6. 3 habits to start now to build wealth for a lifetime, according to a financial planner
      Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
    7. A hybrid work dilemma: When does working after hours become a problem?
      Employees who saw their routines thrown into disarray by COVID-19 may be spending more time at their work stations than they would have before the
    8. Empowering a Purpose-Driven Workforce Through Volunteerism: A Skills-Based Perspective
      As employees increasingly demand responsible corporate behavior, volunteer opportunities are an effective way to build community and promote an engaged workforce
    9. How to Buy a Home in a Hot Market With Below-Average Credit
      A hot market is a seller's market. In many parts of the country, housing inventory is low and prices are rising.
    10. 4 Reasons It’s Actually a Good Time to Buy a House (for Some People)
      A record number of Americans think it’s a bad time to buy a house, and with housing costs near an all-time high, it’s hard to blame them. Mortgage