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Blog

man using a laptop
Adrienne Newberg | Jan 31, 2022

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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colleagues gathered around talking
Adrienne Newberg | Jan 19, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Man with glasses leaning against a wall
Adrienne Newberg | Jan 5, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Adrienne Newberg | Dec 14, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Adrienne Newberg | Nov 29, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Row of townhomes
Adrienne Newberg | Nov 12, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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An exit sign in a modern office building
Adrienne Newberg | Oct 26, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Adrienne Newberg | Sep 28, 2021

Beyond Retirement: Consider Your Other Goals

Education
Retirement
Description: Retirement savings isn’t the only financial goal you might want to consider in a lifetime. There are other considerable milestones that you want to
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Adrienne Newberg | Sep 15, 2021

FINANCIAL CONSIDERATIONS DURING A DIVORCE

Education
A divorce can have a profound impact on your finances. We outline key considerations for maintaining your financial health as you proceed through the process
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Adrienne Newberg | Aug 26, 2021

Early Exit-- Thinking of retiring early? Here’s what you need to know

Education
When you get to a certain age, you may find yourself daydreaming about retiring early, or at least before the “traditional” age of 65. It’s only natural—the
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Adrienne Newberg | Aug 11, 2021

IRA 101: Know the Facts

Retirement
Education
Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact, more than a third of
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Adrienne Newberg | Jul 29, 2021

FACING POSSIBLE UNEMPLOYMENT? Take these steps to prepare:

Finance
Education
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this
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