Will Resilience Be the Theme for 2023?
Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather.
It’s food for thought regarding how we approach our savings strategy: Is it flexible enough to withstand the occasional economic storm?
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Preventing Future Financial Regrets
What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This simple question became a framework that he attributes a lot of his success to.
You can use this framework in everything from personal matters to business ventures. But this future-focused yet cautious approach can be especially useful when making financial decisions.
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5 Smart Ways to Spend Your Holiday Bonus
Getting a holiday bonus this year, or maybe some gift money from a loved one? If so, you probably have a few ideas on how you could use it, and the goal isn’t always to be frugal.
But what if you could spend and call it a financially smart decision at the same time? If you pick any of these five ideas, you can rest easy knowing that your spending is too savvy to be considered a splurge:
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RMDs and Your Retirement: 4 Facts
As you approach retirement, it's important to start thinking about how RMDs will affect your finances. And even if retirement is far in the future, it’s important to know how RMDs work so you can plan your finances effectively in advance.
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2022 Tax Year Deductions to Know
Here’s a quick look at five deductions, their key details, and how to know if you could leverage them to save when you file:
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A Lifetime's Worth of Financial Goals
What are your financial goals?
The answer to that question will change through life, but this handy guide can help you and your loved ones plan for every stage.
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