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Blog

Adrienne Newberg | Jul 13, 2021

How to Tally Your Social Security Benefits

Retirement
While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits. In an effort
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Adrienne Newberg | Jun 1, 2021

COVID-19 Impacts Retirement Prospects for Each Workforce Generation

Retirement

Let’s play a little fill-in-the-blank game. Complete the following sentence:

Those poor                                 (Millennials, GenXers, Boomers)! They

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Adrienne Newberg | Mar 23, 2021

WOMEN’S FINANCIAL NEEDS HAVE BEEN AFFECTED BY THE PANDEMIC

Retirement
Education

The pandemic has had an impact on women’s finances in a number of ways.  Job loss and divorce have become a large part of the pandemic that is impacting women

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Adrienne Newberg | Mar 4, 2021

EXPECTATIONS : Will Your Current Efforts Get You There?

Retirement

By: Adrienne Newberg

Here is a story I want to share with you.

Every morning a group of men went fishing.  They would bring in their catch and gather for a

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Adrienne Newberg | Nov 20, 2020

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Adrienne Newberg | Nov 20, 2020

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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Adrienne Newberg | Nov 20, 2020

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

Finance

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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