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  • Investing

    Markets: Investment Insights on Braving the Bear

    by January 9, 2023
    by January 9, 2023

    Each quarter, our investment team comments on the markets and economy over the past quarter…

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  • Investing

    How To Calculate Your Retirement Number

    by January 4, 2023
    by January 4, 2023

    When we refer to your retirement number, most people think about how much money you…

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  • Investing

    4 fast money lessons from our Tesla winners

    by December 23, 2022
    by December 23, 2022

    This summer, Personal Capital gave away a Tesla to one household that uses our free…

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  • Investing

    Can You Inherit Debt?

    by December 13, 2022
    by December 13, 2022

    Following the death of a loved one, financial matters can be complicated. One aspect to…

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  • Investing

    How much could your student loan payment be if student loan forgiveness goes into effect? Use this calculator to find out

    by December 7, 2022
    by December 7, 2022

    While it remains to be seen if the Supreme Court will allow President Biden’s student…

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  • Investing

    November Market Recap: Stocks Rally on Hopes of Economic Soft Landing

    by December 7, 2022
    by December 7, 2022

    Stocks and bonds advanced for a second consecutive month in November, based on increased hopes…

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  • Investing

    What is a CPA?

    by December 6, 2022
    by December 6, 2022

    A CPA, also referred to as a certified public accountant, is an accounting professional that…

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  • Investing

    Grantor Trust

    by December 6, 2022
    by December 6, 2022

    If you want to plan ahead to pass assets down to heirs in a tax-efficient…

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  • Investing

    SEP IRA

    by December 6, 2022
    by December 6, 2022

    Self-employment, especially during COVID-19, appears to be on the rise. People love the idea of…

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  • Investing

    Modified Adjusted Gross Income (MAGI)

    by December 6, 2022
    by December 6, 2022

    Understanding Modified Adjusted Gross Income It’s true that you won’t find your modified adjusted gross…

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