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1. Will Inflation Derail Your Retirement Plan?
   In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
2. How Inflation Is Impacting Retirees in 2025
   Inflation isn't going away any time soon, which can take a toll on retirees. This article explores why inflation is sticking around and how you can cope with its effects
3. A Few Social Security Changes Are Starting in April. Here's What Recipients Need to Know
   Social Security isn't always the easiest program to navigate because it's constantly going through changes. Some changes are expected, such as
4. Retirement Realities
   Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.
5. 5 Ways to Squeeze Every Penny Out of Your 401(k)
   Used well throughout your career, your 401(k) plan can help you reach millionaire status by the time you retire. If you really put your mind to it and effort behind it, you might even be able to blow past that level. The thing is, though, that while the basic concept behind the 401(k) is simple, getting the absolute mo
6. Dispelling Five Common Payment Recovery Myths
   With customer acquisition costs rising, more subscription-focused businesses are searching for ways to improve customer retention and extend lifetime value. One solution is to reduce involuntary churn caused by failed payments.
7. 5 questions to ask at your first financial planning appointment
   Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
8. A Multimillion-Dollar Risk: How CEOs Can Better Assess Cybersecurity Threats
   When it comes to cyber risk, most companies are flying blind.
9. Here’s How Working After 62 Can Change Your Social Security Benefits
   Continuing to work after age 62 can affect your level of Social Security retirement benefits, whether you are receiving benefits at the time or not.
10. 3 ways you can turn the tide of the 'Great Resignation'
    The Great Resignation is changing. In fact, the more it's analyzed, the worse it gets. Piling on the stat from August that 51% of all employees were