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A Guide to QDRO Accounts
Are you receiving or have you received a QDRO account? Find out the essentials of how these accounts work in under 3 minutes...

Ally Chanel
Jun 53 min read
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What Fund Is Right For You?
Trying to decide between active and passive funds? Follow this guide to determine what is right for you...

Ally Chanel
May 273 min read
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What should you do with your old 401(k)?
What should you do with your 401(k) when you leave your job? Find out by asking yourself these questions…

Ally Chanel
May 235 min read
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From Nest Egg to Nest Cost: The Changing Economics of Owning a Home
As the cost of home ownership rises, the American dream of owning a home and using it to build wealth is disappearing…

Ally Chanel
Apr 112 min read
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Gold Prices Are Rising, Should You Invest?
Few investments have such an illustrious glimmer as gold, which has been a store of value for thousands of years. However…

Ally Chanel
Mar 42 min read
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Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...

Ally Chanel
Oct 31, 20242 min read
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It's 529 Awareness Day! Here's What You Need to Know for Your Child's Future
Today is 05/29, which the financial community celebrates as 529 Awareness Day. See what they did there with the date and name? But what...

Ally Chanel
May 29, 20243 min read
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Municipal Bonds: Should You Invest?
The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...

Ally Chanel
May 3, 20243 min read
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What Is LOUD BUDGETING
A new financial trend amongst Gen Z is on the rise on TikTok, and it is loud, literally! Loud Budgeting Loud budgeting is the practice of...

Ally Chanel
Mar 29, 20242 min read
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Bitcoin ETFs: Should You Invest?
Bitcoin ETFs Are Now Available Cryptocurrency dominated TV commercials and the media sphere a couple of years ago. The number of times we...

Ally Chanel
Mar 1, 20243 min read
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When To Claim Social Security If You Are Still Working
Deciding when to take Social Security is complex; should you take it at 63? Maybe 67? Or wait until 70? The benefits and drawbacks vary...

Ally Chanel
Feb 1, 20242 min read
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Four basic finance skills you should know
Financial literacy is a growing topic of interest in the United States, and we believe everyone should know the fundamentals of finance...

Ally Chanel
Mar 31, 20233 min read
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Who We Serve
Life is a journey covering various stages of progression, spanning the spectrum of the happiest and saddest times. We at Lundeen Abrams...

Ally Chanel
Dec 2, 20222 min read
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Small-Cap Value Investing
Factor-Based Investing Continues There are so many ways to look at investing, it's easy to get lost in the mumbo jumbo. Our goal is to...

Ally Chanel
Aug 19, 20222 min read
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Factor-Based Investing Can Help Retirees
Factor-based investing Investing is essential for everyone who aspires to retire, regardless of age. Through its ability to compound...

Ally Chanel
Aug 12, 20222 min read
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