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    Lessons from a thief

    Recently I got robbed...

    July 21, 2022
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    Let's Give Teachers a Break

    What changes do we really need to teach our kids financial wellness?

    July 6, 2022
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    The Management Tip that Could Change How You See Money

    One tip for managers can help change how you look at your finances.

    June 16, 2022
Finance Basics: Traditional IRA vs Roth IRA

Finance Basics: Traditional IRA vs Roth IRA

By Administrator / Sep 24, 2021

A summary of Traditional IRAs, Roth IRAs, and how to choose between them...

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Finance Basics: How to Open an IRA

Finance Basics: How to Open an IRA

By Administrator / Jun 16, 2021

Meet Samuel. Samuel wants to open and use an IRA. How does he go about doing it?...

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How much should you save each month?

How much should you save each month?

By Administrator / Dec 18, 2020 / Employer Retirement Plan, Financial Life Cycle, IRA, Savings

You want to balance your present needs with your future needs, between saving too little or too much. If you are on track, we generally recommend saving no less than 10% and no more than 20% of your income. You may have to save more than 20% if you are behind or want to retire before your Social Security full retirement age....

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Posts

  • Post image
    Lessons from a thief

    Recently I got robbed...

    July 21, 2022
  • Post image
    Let's Give Teachers a Break

    What changes do we really need to teach our kids financial wellness?

    July 6, 2022
  • Post image
    The Management Tip that Could Change How You See Money

    One tip for managers can help change how you look at your finances.

    June 16, 2022
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    How to react to a bear market

    Many people are experiencing their first bear market. How they react can tell you a lot about how sophisticated of an investor they are.

    May 23, 2022
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    Are you asking the right questions? Risk and reward in the stock market

    When making investment decisions, it's important to ask the right questions. So, are you?

    May 13, 2022
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    Savings I Bonds -- A Powerful Way to Save

    In these times of high inflation, one powerful tool is giving you stock market level returns with incredibly low risk!

    May 2, 2022
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    An Ode to Savings

    Savings is the unsung hero in finances. So let's sing its praises!

    March 10, 2022
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    On the War in Ukraine

    With Russia invading Ukraine, Bob Schumann sent this letter to clients of Plan & Act.

    February 25, 2022
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    Friends don't let friends buy crypto

    Crypto has caught many people's imagination. However, history tells us that its promises are smoke and mirrors.

    February 17, 2022
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    What makes finances so hard to learn?

    Finances can feel impossible to learn. Ever wonder why?

    February 10, 2022

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