Savings Basics
Financial Calculators
Prepare for Life Events
Podcast
Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Would You Be Prepared for an Unplanned Early Retirement?
Most of us would prefer not to think about an unexpected (and unwelcome) early retirement, but it does happen frequently. In fact, nearly half of current retirees retired earlier than planned,
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Will Holiday Spending Outpace Inflation?
Retail spending during the winter holiday months of November and December accounts for about 19% of total annual retail spending and is even more significant for some retail sectors.
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Charitable Gifts of Life Insurance
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity
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A Critical Combo: Life Insurance with Long-Term Care Benefits
An important part of any retirement strategy involves accounting for potential long-term care (LTC) expenses, which can be surprisingly high.
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