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One recent study shows that 64% of American adults are living paycheck to paycheck with no meaningful savings or investments. As a result, millions of people are at a significant…

A revocable trust, also known as a living trust, can be an important estate-planning document. It lets you remain in control of assets while you’re living and allows heirs to…

We spend decades saving for a financially secure retirement. So when the time comes, it can be exciting and a little bit overwhelming. With some serious financial considerations at play,…

“Dear Tori: I have been investing consistently in the stock market for about a year but I’m not seeing the results I expected. I have a diverse portfolio, invest monthly,…

Here’s the main benefit of receiving employee equity compensation: It has the potential to bolster your long-term financial goals. Yes, potential. You’ll be reading that word a lot throughout this…

If you’ve spent much time scrolling through personal finance content, then you have probably encountered a lot of content regarding debt and a lot of varying opinions. Some claim that…

Leaving your job is a big life change. So we don’t blame you if your employer-sponsored 401k isn’t immediately top-of-mind. You’re likely finding your feet at your new job, sorting…

Companies can use profit margin to assess the overall financial health of their businesses, also called their fiscal health. Companies may measure fiscal health using a few metrics, including by…

It doesn’t come as a surprise to most people that they have to pay taxes on the income that they earn working their job. Some people are surprised, however, when…

U.S. consumer prices soared 7.7% over the past 12 months. If you’re concerned, you’re not alone. Retirees we recently surveyed told us that they fear inflation more than the rising…

Imagining your retirement can be exciting, but for many, building your nest egg can also be overwhelming. There are numerous types of retirement plans for individuals. Choosing which one to…

It’s never easy to lose someone. Along with the personal loss often comes the need to address financial matters when a loved one passes away. Some common financial concerns include…

There are two main types of tax systems utilized by nations: regressive taxes and progressive taxes. Most nations use a combination of regressive and progressive tax systems, not just one.…

Legacy & Estate Planning November 8, 2022 When it comes to estate planning, a will is crucial. However, many people — 2 in 5 Americans over the age of 45…

Every marriage requires a few adjustments. For some couples, it’s living together for the first time. For others, it’s blending two families. For me, it was the fact that my…