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Articles

How To Use a Roth Conversion Strategy in Retirement

Do you have a substantial amount of assets in pre-tax retirement accounts like a traditional IRA or 401(k)? If so, it could make sense to...

  • Beyond Basics
  • Retirement Planning

02/19/26

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Articles

How To Get Affordable Health Insurance in 2026

Health insurance premiums may make up a significant portion of your budget. How can you find more affordable health insurance? Is it ever worth going...

  • Beyond Basics
  • Financial Planning

02/05/26

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Articles

All About the New Trump Accounts for Kids

In the One Big Beautiful Bill Act (OBBBA) passed last year, a new type of account called a 530A account or Trump account was authorized....

  • Beyond Basics
  • Saving Money

01/22/26

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Articles

6 Financial Changes To Make in 2026

There is no need to wait until an arbitrary date on a calendar to make positive changes in your financial life, but if you are...

  • Beyond Basics
  • Money Mindset

01/08/26

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Articles

Are 50-Year Mortgages a Good Idea?

The Trump administration recently proposed offering homebuyers the option to choose a 50-year term for their mortgage, which they said would be a “complete game...

  • Beyond Basics
  • Real Estate & Mortgages

12/11/25

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Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

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Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

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Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

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