Financial News

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September News: One Trick to Better Investing

September News: One Trick to Better Investing

One Trick to Better Investing Lies Between Your Ears There are lots of ways to be a better investor. One trick to better investing simply lies in controlling self-talk. A negative self-talk can allow our natural biases to come through. So, how do we become a slightly...

Retirement for Federal Agents: Qualified Term Score

Retirement for Federal Agents: Qualified Term Score

Retirement for Federal Agents - Having options in retirement means you need to monitor this score! When you retire from a life of service, we want you to have options. Optionality opens the door to many beautiful things like giving, doing work you love, volunteering,...

Education Planning for Federal Agents: The 529 Plan

Education Planning for Federal Agents: The 529 Plan

If you are looking for a tax savvy way to save for education, then a 529 Plan may be for you and yours.What is a 529 Plan?Prepaid Tuition PlanEducation Savings PlanQuick FactsHow do I contribute to a 529 plan?What can I use the 529 plan for exactly?What if I make a...