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What to Do About Inflation’s Impact on Your Finances

By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 represe …

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Resources

Resources

How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …

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In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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