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Addressing Retirement for Gen X

Addressing Retirement for Gen X

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. Nearly one in four Gen Xers are not sure when, or...

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Healthcare in Retirement: The Basics

Healthcare in Retirement: The Basics

Healthcare insurance is a crucial aspect of managing one's health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind:   Types of health insurance: There are different...

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What Are the Differences Between ETFs and Index Funds?

What Are the Differences Between ETFs and Index Funds?

ETFs and index funds are two popular investment vehicles that provide investors with exposure to a diversified portfolio of securities. While both investment options closely track a particular market index, they differ in several key ways. One significant difference between ETFs and index funds is the way they trade....

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How Safe is Your Money in the Bank Today?

How Safe is Your Money in the Bank Today?

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really? Where is my money? First, let’s talk about how your bank actually stores your money. When you...

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Tax Tips for Married Couples

Tax Tips for Married Couples

Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Here are some important factors to consider if you are filing taxes as a...

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