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Due to the negative tax ramifications, cashing out your plan is rarely a reasonable option.
Successful boomers carefully manage their budgets to ensure expenses never exceed income and they believe living below your means is the cornerstone to financial stability.
Cognitive biases and our mindset toward money have a significant impact on our investment philosophy, self-worth, sense of security, and definition of success.
Semi-retirement can provide an excellent balance between work and your personal life.
Financial literacy gives you control over your finances to make knowledgeable choices to achieve your life goals. When you feel empowered to manage your finances you are better able to navigate financial challenges and opportunities.
When you receive an inheritance, it is essential to understand the tax consequences of the accounts you inherit.