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What a $5 Frappuccino Can Teach Teens About Building Wealth
Financial Literacy Month is the perfect time to teach teens how small daily choices add up. This article uses a simple $5 example to build budgeting skills, awareness, and long‑term financial confidence.
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April Is Financial Literacy Month
Teens want to learn about money—and they’re listening. Financial Literacy Month is a great time to start open conversations that build confidence, reduce stress, and support smart financial habits.
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AI Advances and Tariff Tactics | February 5, 2025
The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American...
Read MoreIRS Releases 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...
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Weekly Market Insights: Solid Week Despite Mixed Reports
Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...
Read MoreRetirement Confidence Rebounds, But Inflation Looms Large
The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...
Read MoreWhat's Happening with the U.S. Money Supply (and What Does it Mean)?
When financial professionals like me start digging into the tools we use to assess financial market valuations, one thing that catches our eye is the U.S. money supply. We look closely at measures like M1 and M2— basically the rock...
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Navigating Long-Term Care Decisions
Navigating Long-Term Care Decisions: As our parents age, the question of how best to support them becomes increasingly urgent. Should they stay at home? Move to assisted living? Transition to a...
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Cyber Safety Tip: Update
It could be the easiest security upgrade you ever make.
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How to Buy I Bonds Direct from the Treasury
I Bonds could help you avoid record high inflation rates but the process of setting up an account can be a bit confusing. Follow these steps to get started.
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Inflation's Overreach
The Fed announced it would increase its benchmark interest rate by a half-percentage point. This is the most aggressive move to combat inflation since 2000. Why and what does it mean for the average consumer?
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