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A Bucket Plan to Go with Your Bucket List

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What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

 

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Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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This questionnaire will help determine your tolerance for investment risk.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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When Special Care Is Needed: The Special Needs Trust

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