Q1 2026 Market Review

By Clint Edgington
Posted on April 20th, 2026

My 15-year-old son is currently taking a beginner macroeconomics class in high school, and it has led to some enjoyable discussions at home about markets […]

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Medicare or Medicaid?

By Broadridge Advisor Solutions
Posted on April 9th, 2026

It’s easy to confuse Medicare and Medicaid, because they have similar names and are both government programs that pay for health care. But there are […]

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Key Tax Law Changes to Higher Education Coming Soon

By Broadridge Advisor Solutions
Posted on January 16th, 2026

The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, includes many provisions that affect higher education. The new provisions go into […]

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Is it Time for a Financial Wellness Checkup?

By Broadridge Advisor Solutions
Posted on January 16th, 2026

Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year. That is, until we consciously break the pattern. […]

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Tax Numbers and Inflation Adjustments for 2026

By Anne Zavaglia
Posted on January 14th, 2026

The Internal Revenue Service makes annual cost-of-living and inflation adjustments. For 2026, these changes increase contribution limits for retirement plans and update various tax deduction, […]

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How to Protect Yourself from AI Deepfakes Stealing Your Money and Identity

By Mark Fissel
Posted on July 9th, 2025

As artificial intelligence (AI) advances, so do the tactics of cybercriminals. One of the most alarming threats today is the rise of AI-generated deepfakes; highly […]

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Changes to Student Loans Under the “Big Beautiful Bill”

By Anne Zavaglia
Posted on July 8th, 2025

Student loan reform is back in the spotlight with the passage of the One Big Beautiful Bill Act (OBBB). This sweeping legislation will dramatically change […]

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Q2 2025 Market Review

By Clint Edgington
Posted on July 7th, 2025

The quarter began with equity markets continuing and deepening the previous quarter’s slump to a free fall due to Trump announcing broad tariffs and the […]

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The Versatile Roth IRA

By Broadridge Advisor Solutions
Posted on April 9th, 2025

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]

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The New Identity Requirements for Social Security: What You Need to Know

By Anne Zavaglia
Posted on April 9th, 2025

In recent years, the rise in identity theft and cybercrime has prompted a significant overhaul in how we secure personal information. One of the latest […]

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