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The Rule of 72 Thumbnail

The Rule of 72

Do you know about how long your investments will take to double in value? And can you estimate how much inflation will affect your portfolio? Use the Rule of 72 to help you get an idea of how much your investments may be worth down the line.

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2022 Retirement Plan Contribution Limits Thumbnail

2022 Retirement Plan Contribution Limits

The IRS will allow taxpayers to contribute $20,500 to their 401(k)s, 403(b)s, and most 457 plans in 2022, up from $19,500 in 2021. If you are over the age of 50, the catch up contribution remains the same at $6,500. The IRA contribution limits have not changed, remaining at $6,000 with an additional $1,000 contribution limit if you are over the age of 50.

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4 Ways to Conquer Common Money Mistakes Thumbnail

4 Ways to Conquer Common Money Mistakes

Conquering bad (or unproductive) financial behaviors takes persistence and self-discipline. There’s no quick fix, and you should expect changes to be gradual. Below are a few of our tips for conquering bad behaviors that may be affecting your financial wellness.

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How to Preserve Generational Wealth Thumbnail

How to Preserve Generational Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations be better off. Here’s how you can approach estate planning in a way that will last for generations, otherwise known as generational wealth planning.

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What Are SPACs? Thumbnail

What Are SPACs?

The financial press has generated excitement and controversy over the increase in SPACs, due to the large sums of money placed behind the revitalized investment approach. But, just because the investment decision is gaining popularity does not mean it’s right for everyone. The decision to invest in a SPAC will depend on your unique financial situation. Make sure to always consult your financial advisor before moving forward on any investment decision.

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Scammers Are Getting Smarter in 2020: Here Are 3 Ways to Spot Them Thumbnail

Scammers Are Getting Smarter in 2020: Here Are 3 Ways to Spot Them

Scammers are taking advantage of citizens in an already anxiety-inducing climate during the COVID-19 pandemic. Be aware of these five red flags when getting on the phone, checking your email or using social media. This can help you avoid even getting trapped in a conversation with a scammer in the first place.

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