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IRAs/RMDs/OMG!
One of the largest financial assets most Americans have are frequently tied to IRA's, employer retirement plans, and Roth IRA's. As we...
mark61504
Jan 222 min read


The Average American Retirement Questions
According to a survey titled 2025 Planning & Progress Study by NW, the top nine items were the following: 1) How much money will I need...
mark61504
Jan 81 min read


Ghosts of Christmas Past/Present/Future
We all make financial mistakes. The question is what do we learn from them. Ebenezer Scrooge was famously visited by three ghosts. ...
mark61504
Dec 19, 20251 min read


Budgeting During the Holidays
The holiday season is a time for joy, giving, and togetherness—but it can also be a time of financial stress. Between gifts, travel,...
mark61504
Dec 4, 20252 min read


Giving Thanks for Your 401(k)
As the leaves turn and the holiday season approaches, most of us take a moment to reflect on what we’re grateful for. Family, friends,...
mark61504
Nov 20, 20252 min read


Social Media Finance Influencers...Proceed with Caution
When it comes to social media, there's so much that grabs our attention and unfortunately so much that is just plain wrong. Here are a...
mark61504
Nov 12, 20251 min read

