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Money and Your Goals

Last-minute financial guidance for parents of new college students
June 2, 2021
If your child is starting their first year of college soon, the first bill from the school may be on its way. That not-so-small detail can get lost in the excitement of high school graduation and college orientation. It could be months ago that you learned of the expected family contribution (EFC) included in your student’s financial aid package. Many parents admit they didn’t look at dollar signs soon enough, or they may have steered the college conversation in a more economical direction.
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Your Social Security questions answered
June 1, 2021
If you have wondered when you should start taking Social Security, you aren’t alone. Between rumors that the benefit could disappear before you retire and questions about when you can claim it, confusion is common. The key is to keep asking questions while making a plan that works for you.
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4 ways to help reduce risk in your retirement strategy
May 26, 2021
Great news: You’ve got a whole lot of living to do. Americans in their 40s and 50s can now expect to live well into their mid-80s, according to the Social Security Administration. But does the prospect of great longevity have you worried about the cost of living comfortably, giving generously and providing a legacy 20 or 30 years from now? If so, you’re on the right track to for planning for a retirement that addresses risk head-on.
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3 ways the pandemic is changing homebuying in 2021
May 19, 2021
During the past year, we’ve all been hunkering down at home—leaving us ample time to think about whether our living spaces still make sense amid rapidly changing life and work styles. Many have decided to move on, fueling what could be considered the largest homebuying boom since 2003–2004.
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