How to combine finances after marriage
How to Combine Finances After Marriage Key Takeaways My husband and I got married a few years ago. We are both CFP®…
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Financial Decisions and Time
I have a high school reunion coming up. That much time has passed already? I didn’t realize how long it had been…
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Your MicroVu 401(k): A Guide for Employees
Employee Guide for MicroVu 401(k)
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Estate Tax Planning: The Mistake That Cost Prince Millions
Estate Tax Planning: The Mistake That Cost Prince Millions (Photo Credit NPG) When Prince died suddenly in 2016, the world lost a…
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Trump Accounts: Take the $1,000, But It’s Not a Wealth Plan
What are Trump Accounts? Trump Accounts are now officially available. Created under the Working Families Tax Cuts Act, these new investment accounts…
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Sanofi 401(k) Plan
If you work at Sanofi, you may be participating in the company’s 401(k) plan and wondering whether you are on track. Most…
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Canceling PMI Can Save You Thousands
Canceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have…
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Staying Motivated With Your Financial Plan
Let’s face it: staying motivated is tough, especially when there’s no light at the end of the tunnel. This struggle is real…
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2026 Retirement Plan Limits
2026 Retirement Plan Limits have been released by the IRS. If there’s any constant with retirement planning, it’s change. Keeping up with…
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Which Investments Go Through Probate?
How do you know if your investments go through probate? When a person dies, what is left behind is an estate. Contrary…
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Coverdell Education Savings Account (ESA)
Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…
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SECURE Act 2.0
With just days remaining in 2022, SECURE Act 2.0 is here. If there’s any constant in retirement planning, it’s change. As soon…
