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Year-End Planning 2025
For some, Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for year-end tax and financial planning.
9 hrs ago
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Jill on Money
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October 2025
Staying the Course Worked (Again)
Predicting what will happen while you’re in the midst of a downturn is often times just as hard as figuring out when a downturn will commence in…
Oct 31
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Jill on Money
7
Seniors Will Get a 2026 Raise
The higher the Social Security benefit, the more money that you can collect every year when the cost-of-living adjustment is announced.
Oct 27
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Jill on Money
11
Why I Have a Financial Planner
When it comes to your finances, should you be doing it all by yourself or should you have a financial advisor?
Oct 24
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Jill on Money
10
The Great Lock In
Locking in allows anyone to think through their financial priorities and then attempt to lay out specific steps to achieve them.
Oct 20
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Jill on Money
15
How To Sell a Winner
Your success is not predicated on selling a stock at the absolute top.
Oct 17
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Jill on Money
4
Markets Peak: Time to Get in or Out?
While timing the market can be alluring, it requires two perfect decisions: when to get out and when to get back in.
Oct 13
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Jill on Money
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Top 6 Tips: Your Year-End Financial Checklist
As you close out 2025 and prepare for the year ahead, here’s some ways to help you maximize your savings, minimize your tax bill, and stay on track with…
Oct 10
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Jill on Money
16
Shutdown-O-Nomics 2025
Once again, the U.S. government has shut down, and beyond shuttered national parks and museums, there are plenty of direct and indirect financial…
Oct 6
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Jill on Money
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Impacts of Government Shutdown
Once again, the U.S.
Oct 3
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Jill on Money
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September 2025
Will Low Rates Spur the Housing Market?
Given that mortgage rates for 30–year loans have dropped, will it be enough to stimulate the housing market from its recent doldrums?
Sep 29
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Jill on Money
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3 in 5 Say They’re Behind on Retirement Savings
Retiring comfortably is a common goal for many working Americans, but a majority say they’re behind on their retirement savings.
Sep 26
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Jill on Money
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