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Ready For Retirement? Check Out Our Tips In Business Insider

Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]

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Mari Shares Money Tips With Claremont McKenna College Students

Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]

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Quote Of The Week: U.S. Households Ready To Spend

Trillions of dollars of stimulus cash have been pumped into the economy. What exactly do people do with the money once they get it? Research suggests they tend to spend about one-third of the funds, saving the rest or using it to pay down debt. (Check out our previous article: How Did Americans Spend Their Stimulus […]

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The Key Money Lessons We Learned From COVID

The COVID pandemic has been financially devastating for many Americans, writes veteran financial journalist Kimberly Lankford in a recent article for GOBankingRates.com. But at the same time, the disruptions caused by the COVID pandemic have taught us valuable lessons about managing our money and professional lives better in the future. Emergency reserves and other protections […]

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Looking For Your Stimulus Check?

Your stimulus check should be on the way, if not already in your bank account. According to the IRS, it’s issuing the third round of $1,400 stimulus checks in phases. It has already delivered 156 million payments, including 25 million to Social Security recipients who were a little harder to reach, according to CBS News.  […]

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Quote Of The Week: “The Housing Market Is On A Tear”

The pandemic-provoked rush to move has set the real estate market on fire. If you have friends or family shopping for a new place to live, you’ve undoubtedly heard complaints of ultra-competitive bidding wars, slim inventory, and inflated prices. Clients want to know whether the red hot housing market is due for a fall, or […]

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An Extra Month To Finish Your 2020 Taxes: Tax Deadline Postponed From April 15 to May 17, 2021

As baseball great Yogi Berra reportedly said, “It’s deja vu all over again.” In a repeat from last year, the IRS just announced it’s postponing the federal income tax deadline from April 15 to Monday, May 17, 2021 to give tax preparers and taxpayers extra time to absorb the new tax regulations contained in the […]

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Women and Money: 5 Steps To Take Back Control After COVID-19

Women have been disproportionately impacted by COVID-19. Over 2 million American women have left the labor force since February 2020.[1] Many have lost jobs in sectors of the economy where female employees dominate, like hospitality, restaurants, retail and healthcare.[2] With many women filling jobs that cannot easily be performed remotely, they have been forced to […]

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Pandemic Silver Lining: Consumers Pay Down Credit Card Debt

The COVID pandemic has created financial distress for many consumers who have lost their jobs, business income, or seen their work hours reduced due to service shutdowns and childcare challenges. But other consumers who have remained unaffected by the pandemic are experiencing a surge in savings. More “consumers are paying down debt and saving more […]

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Yes, You Can Still Build Wealth After 50

Congratulations! If you just turned 50, you’re in the final stretch toward retirement. With today’s longer life expectancies, you may spend thirty years or even more in retirement living off of your savings. So don’t rest on your laurels just yet. Take advantage of the next decade or so before you retire to build up […]

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