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        1. What to think about when planning for
          What to think about when planning for retirement   Getting close to retirement can come with a lot of feelings – from excitement about what comes
        2. 3 traps to avoid when getting pre-approved for a mortgage
          If you're looking to buy a home, you may have heard that it's a good idea to get a mortgage pre-approval letter before kicking off your search. That's pretty solid advice.
        3. Counteracting Capital Gains with Tax-Loss Harvesting
          Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you
        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. 3 Essential Finance Moves to Make Before You Turn 40
          Some people dread turning 40. Others can't wait and see getting older as a positive thing.
        6. 3 Reasons Your Credit Card Is Your Best Summer Travel Companion
          There are a lot of good reasons to use a credit card to book your summer travel.
        7. 91% of HSA Participants Make This Glaring Mistake
          It's unfortunate that not everyone has access to a health savings account, or HSA, because these savings plans really offer a host of benefits. For
        8. Get Lean: 5 Ways to Save Money in Any Economy
          With recession fears increasing day by day, it won’t be long before companies start looking for new ways to save money. Economic downturns can be make-or-break situations for plenty of businesses. And, costs are a big factor in who makes it out intact. Don’t wait until the market forces you to slash your budget. By the
        9. Here's What Happens When You Convert a Traditional IRA to a Roth IRA
          It's important to save for retirement no matter what plan you opt to do so in. If you don't have access to a 401(k) plan through your employer, then you may opt to save for retirement in an IRA instead.
        10. How small businesses can help employees prepare for retirement
          Employees' retirement plans took a hit as the pandemic forced workers to focus on immediate financial concerns rather than long-term savings, but for