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It’s Time for a Midyear Checkup—Financially Speaking

It’s Time for a Midyear Checkup—Financially Speaking

Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,

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How Much Insurance is Enough Insurance?

How Much Insurance is Enough Insurance?

A $1.5 million term life insurance policy will cover the bills if one spouse dies. But it may not provide an inheritance for your kids,

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Don’t Postpone Your Retirement because of These Mistakes

Don’t Postpone Your Retirement because of These Mistakes

If we don’t do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That’s what the CPA Practice

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Other than That, Mrs. Lincoln, How’s Your Estate Planning?

Other than That, Mrs. Lincoln, How’s Your Estate Planning?

It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of

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