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8 Signs You’ve Jumped From Middle Class to Wealthy
The middle class has been on a steady decline since 1971, yet in 2021, approximately 50% of Americans still fit this category, as per the Pew Research Center. While defining…
Read More7 Professional Travelers Share Their Absolute Favorite Travel Rewards Program — and Why
For frequent travelers, loyalty programs can be a game-changer, making travel more accessible, enjoyable, and even luxurious. These transferable points can be likened to Amex Membership Rewards, Chase Ultimate Rewards,…
Read MorePodcast 105: Legacy Matters: Making Wills and Trusts Work for You
Estate planning can be a complex topic, but it’s crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of…
Read MoreCan I work and receive Social Security at the same time? Here’s how much you can earn while still getting benefits — plus 3 tips to keep you out of trouble
Social Security plays a critical role in the lives of nearly 50 million Americans, providing an average monthly benefit of $1,837, according to the SSA. For many elderly individuals, Social…
Read More‘Automatic Millionaire’ Author David Bach: My Main Advice for 2023 Is Still This — Pay Yourself First
As we approach the final months of 2023, have you managed to prioritize paying yourself first this year? It’s not too late to embrace this valuable financial habit. In a…
Read MoreSocial Security: What Is the First Year of Retirement Rule?
Social Security: A vital American institution that provides crucial financial support during retirement. Yet, delving into the intricacies of Social Security benefits can feel like deciphering a complex book with…
Read MoreSuper-rich Americans are giving up on the stock market, holding historic levels of cash — here’s why and what they’re plowing their wealth into
America’s super-rich are making significant shifts in their investment strategies, with high net worth individuals now holding over 34% of their portfolios in cash, the highest level since 2002, according…
Read MoreA Tax Break Worth the Hassles
The 2017 tax overhaul changed the landscape for charitable deductions, leaving millions without key tax benefits for their donations. However, a growing group of seniors can still enjoy significant advantages…
Read MoreSocial Security’s Problem Is Growing. This Plan to Fix It Deserves a Look.
While presidential candidates discuss preserving Social Security, the real question lies in how to address its looming financial crisis. With the trust fund facing depletion in a decade and a…
Read MoreThe Wines Sommeliers Would Never Order At A Restaurant
Choosing wine from a restaurant menu can be nerve-wracking. Should you opt for a familiar region or take a leap into the unknown? Perhaps the second-cheapest is your safe bet.…
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