Topics
Topic:
Reading List
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Are you financially well?
Discover the CFPB’s definition of financial well-being and the four key elements to achieving it: control over finances, readiness for financial shocks, progress toward goals, and freedom to enjoy life. Learn practical tips to improve your financial health today!
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The long-term care insurance decision
Is long-term care insurance a necessity or a choice? Explore the rising costs of care, policy options like daily benefits, inflation adjustments, and elimination periods, plus key factors to consider when deciding if it’s right for you.
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Asset allocation, the key to long-term investing
Discover the power of asset allocation for a well-diversified portfolio. Learn how to balance stocks, bonds, and other asset classes, manage risk, and stay disciplined during market swings to achieve long-term financial success.
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Know expenses in active, passive management of mutual funds
Explore the pros and cons of active vs. passive investing. Learn how index funds revolutionized investing, why fees matter, and how to evaluate whether your investment choices align with your long-term financial goals.
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Smart Social Security Tips
Learn how to maximize your Social Security benefits. Explore factors like timing, taxation, spousal benefits, and life expectancy to develop a strategy that aligns with your financial goals. Discover why waiting to claim might be worth it and how to avoid leaving money on the table
