IRA vs. Annuity: What’s the Real Deal?

Retirement planning is like piecing together a complex puzzle—you want the big picture to make sense and work for you. You’ve probably been caught between…

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Cryptocurrency: A Guide for Savvy Investors 

Cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and many others have revolutionized the investment landscape. With their potential for high returns and the innovative promise of…

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Keep Away From Elder Financial Abuse

Elder Financial Abuse: How to Recognize It and Protect Yourself Financial abuse of older adults is a growing issue that deserves attention. Elder financial exploitation…

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Reduced Protection for IRAs and ERISA Plans

California residents now face the reality of reduced protections for both tax-qualified plans and IRAs. As of January 1, 2025, a new California law will…

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2025 Contribution Limit Updates

Maximizing Your Retirement and Health Savings: 2025 Contribution Limit Updates With 2025 upon us, it’s time to review the contribution limits for various retirement and…

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