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Financially speaking, what do some households do right?
Why do some households tread water financially while others make progress? Does it come down to habits?

Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial shape in the long run than other households.

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Plan to create a pool of healthcare dollars that you can use when the time comes.

How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an answer for you. Read more »


Ever wished that all of the important financial, tax and retirement guidelines were in one handy document? Read more »


When stocks struggle or tread water, going Roth gains merit.

Converting a traditional IRA to a Roth IRA is no easy decision. After all, it is a taxable event. When the stock market is down or sluggish, however, a Roth conversion has more appeal. Read more »

Retirement Roth Conversion