savings

"It's a crisis."  Why more workers need access to retirement savings

“It’s a crisis.” Why more workers need access to retirement savings

Secretary of Labor Marty Walsh speaks during a press conference at the White House in Washington, April 2, 2021. Erin Scott | Reuters Most American workers dream of a comfortable retirement. Yet many find that their money falls short of this goal when they reach their golden years. Much of the problem is related to …

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"It's a crisis."  Why more workers need access to retirement savings

“It’s a crisis.” Why more workers need access to retirement savings

Secretary of Labor Marty Walsh speaks during a press conference at the White House in Washington, April 2, 2021. Erin Scott | Reuters Most American workers dream of a comfortable retirement. Yet many find that their money falls short of this goal when they reach their golden years. Much of the problem is related to …

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Record Tax Savings in Model Portfolios Highlight Continued Opportunity for Investors in Volatile Market Environments

Record Tax Savings in Model Portfolios Highlight Continued Opportunity for Investors in Volatile Market Environments

BOSTON–(BUSINESS WIRE)–55ip, the fintech platform designed to deliver personalized and tax-smart investment management at scale, today announced that data from its platform this year reveals a record number of advisers taking advantage of harvesting opportunities. tax losses for their clients. Across client portfolios through Q3, the 2022 year-to-date tax savings benefit for ETF and mutual …

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Heat Pumps vs. Solar Panels: Which Provides the Most Energy Savings?

Heat Pumps vs. Solar Panels: Which Provides the Most Energy Savings?

Solar panels or heat pump? Both can improve your home’s energy efficiency, reduce your carbon footprint, and most importantly, save you money on your energy bills. Heat pumps use electricity to extract heat from the air and pump it into your home. This heat energy can be used to heat your water supply and keep …

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Can you retire with $1 million?  Here's how far it will go

Can you retire with $1 million? Here’s how far it will go

Becoming a millionaire seems like a surefire way to live comfortably in retirement, but is it really? More than a third of millionaires say it will take a miracle for them to have a secure retirement. That’s according to the Natixis 2021 Global Survey of Individual Investors, which surveyed 1,617 people who had accumulated at …

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Is money a weapon to control your spouse?  This financial abuse can destroy your marriage.

Is money a weapon to control your spouse? This financial abuse can destroy your marriage.

Progress has been slow, but American society’s openness to marriage norms and money issues continues to evolve. Married couples now include the LGBTQ+ community and 38% of breadwinners are women. I share this because gender norms are becoming less normal, which actually means no one is immune to the possibility of a spouse using money …

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Blue Jays off-season savings could lead to big splash in pitching market

Blue Jays off-season savings could lead to big splash in pitching market

With additional financial flexibility in their arsenal, the Toronto Blue Jays can move forward in a host of ways as they attempt to improve on a 92-game winning streak, potentially paving the way for a major free agent acquisition. The franchise hasn’t shunned this avenue in previous years, signing Hyun Jin Ryu in the 2019-20 …

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3 retirement savings plans we should all be grateful for

3 retirement savings plans we should all be grateful for

(Maurie Backman) Thanksgiving is a time to express gratitude – for good food, good health, and the important people in our lives. But this Thanksgiving, it certainly wouldn’t hurt to take a little time to recognize the many great financial products that make saving for the future easier. Of course, you can choose to put …

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