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The Advisor Blog

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Homeownership

What is it? If you’re like most consumers, homeownership involves the largest financial transaction you’ll participate in during your lifetime.

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price.

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High Inflation: How Long Will It Last?

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981. (1)

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Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully

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529 Plans and Financial Aid Eligibility

If you’re thinking about opening a 529 account, or if you’ve already opened one, you might be wondering how 529 funds will affect your child’s financial aid eligibility.

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