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1. Financial Security vs Financial Freedom: What's the Difference?
   Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom.
2. Second Marriage Financial Checklist: 7 Planning Items To Consider
   Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
3. Equipment Finance: Understanding Licensing Obligations
   COMMERCIAL EQUIPMENT lessors and finance companies face a web of state and federal laws applicable to various aspects of their business activities. In
4. 4 Ways To Protect Your Retirement Income When Markets Are Volatile
   If you’re worried about stock market volatility and how to protect your retirement savings so it lasts for the rest of your potentially long life, I have some advice for you: Don’t spend your retirement savings! Instead, use your savings to set up “retirement income generators,” or RIGs for short, to generate regular l
5. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
   Why is it so hard to enjoy the money you’ve saved for decades?
6. Can corporate well-being programs really help employees get healthy and reduce health care expenses?
   We've all heard the adage, "No two snowflakes are alike." This rings true even for well-being programs and is a critical factor to consider when deciding what type of program is right for your employees. Every person is on a different journey to better health and well-being, and this is why generalized and oversimplifi
7. You’ll make multiple decisions as you embark on
   You’ll make multiple decisions as you embark on your financial journey, and choosing the right credit card is one of the most crucial.   After
8. The 5 Biggest Tax Breaks for Parents in 2022
   When my children were young, I remember hearing statistics regarding how much it costs to raise a child from birth to age 18.
9. 3 Tips for Investing in Your 50s
   The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
10. 3 Ways to Save on Insurance in 2024
    Paying for insurance can be expensive -- especially in today's environment. In fact, the cost of a homeowners policy has