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Investing in mutual funds can be an excellent way to grow your wealth, but it’s essential to understand the various expenses associated with these investment vehicles. Mutual fund expenses can...

Millions of Americans have long faced financial challenges due to outdated provisions in the Social Security system. However, hope arrives in the form of the Social Security Fairness Act, signed...

As we enter 2025, the discussion around retirement strategies has never been more vital. With over 10,000 Americans turning 65 each day, planning for retirement is on the minds of many. This age...

If you have spent any time on social media lately, you've likely encountered the buzz around ROTH conversions. But before jumping on the bandwagon, it's crucial to understand the complexities...

Market Recap Week of Nov. 11 through Nov. 15, 2024 The S&P 500 index fell 2.1% this week as stronger-than-expected retail sales and comments by Federal Reserve Chair Jerome Powell led to...

If you participate in a 401(k), ESOP, or other qualified retirement plan that includes ownership in your employer's stock, you need to know about net unrealized appreciation.When you make a...