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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Liz Van Pelt | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A black and white image of a couple laughing
Liz Van Pelt | Dec 12, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Hand holding a bill with a red "Past Due" stamp on it
Liz Van Pelt | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Liz Van Pelt | Nov 28, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Liz Van Pelt | Nov 21, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Liz Van Pelt | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A row of houses along a canal
Liz Van Pelt | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Liz Van Pelt | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Liz Van Pelt | Oct 24, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Liz Van Pelt | Oct 17, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Liz Van Pelt | Oct 10, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Liz Van Pelt | Oct 3, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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