Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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“Wealth is the ability to fully experience life.” – Henry David Thoreau
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
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A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Where Do You Want Your Financial Roadmap To Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.