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Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.

The Pause or the Inflection Point?

Investors seeking calm heading into the back-half of 2023 found little during Q3. Equities largely sold off around the globe while bond yields rose.Global Central banks (including the US Federal Reserve) continue to remain center-stage, despite efforts to push them aside for other news stories.

Retirement Times

More and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows.

Are You Over 50? Catch Up!

Consider making a catch-up contribution to your retirement! If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future.

Retirement Times

According to recent data from the National Council on Aging and the Women’s Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan.

Historic, Unprecedented and Unusual

In the lexicon of the investment community, the words historic, unprecedented, and unusual are tossed around recklessly to the point that they sometimes lose their true meaning.

Retirement Times

Financial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets.

Retirement Times

Financial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets.

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