Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most economists in 2023. (1)
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More than seven out of 10 current workers in a recent survey said they expect a paycheck to play a role in their income strategy beyond traditional retirement age.
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With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
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Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income.
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An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death.
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