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Investments

Options for 401(k) Plans When You Change Jobs By By Olga Ismail

Saving for Children’s College and Private School Education with 529 Plans By Brendan T. Hayes

Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®

2023 Market Outlook by Joseph Karl, CFA®

Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC

The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®

How Does the Inflation Reduction Act Impact Consumers? By Scott Montgomery

IRS Clarifies SECURE Act Rules for Withdrawals from Inherited IRAs By Sean Deviney, CFP®*

Relatable Finance Podcast Episode 108: Implications with China and Taiwan