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Who is Your Financial Mentor?

One of the major obstacles to financial investment for many people may be intimidation. The idea of placing your money into an investment can certainly be intimidating, especially for those who may feel less than informed about financial matters. There is no reason to be intimidated if you have sought out a mentor for your financial life. Mentorship from a financial professional can be of incredible value for you as an investor, helping you shape a financial strategy that will assist you in pursuing your goals.

Investment Retirement Funding Insights
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5 Financial Goals for the New Year

The new year is here, and now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes, getting your finances organized can be a daunting task, but by setting a few yearly goals, it can be easier than you think. Start the year off right by getting started on these five financial goals.

Investment Retirement Funding Insights
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You'll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?

The average annual healthcare expense per insured individual ranges from roughly $3,800 for 19- to 34-year-olds to about $13,000 for retirees (ages 65+). As Americans pay more for medical care, they often seek ways to save for emergencies. Health savings accounts (HSAs) and health reimbursement accounts (HRAs) can help.1 What are these accounts, and who has access to them? We explore the pros and cons of each option to help you determine which one you may have access to and the best one for your individual needs.

Investment Retirement Funding Insights
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Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if you experience another triggering life event (such as turning 59½)? That's where net unrealized appreciation (NUA) strategies come in. There are a few favorable rules to help you determine what to do with those company stocks to potentially minimize your tax bill.

Investment Retirement Funding Insights
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Investment Strategy: The Impact of Inflation

You can't read about investment for very long without hearing about inflation. The concept may be a little difficult to understand, but at its most basic, it comes down to the following: prices rise over time, causing your money to lose some purchasing power. If you could buy a car in 1980 for $5,500 and a comparable make and model for $49,000 in 2022, that speaks to the change in purchasing power. Sure, your 2022 model probably has a nicer stereo and several other value-added gizmos, but for the most part, your $5,500 doesn't have the same purchasing power in 2022 that it had in 1980.

Investment Insights