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"A hero is someone who, in spite of weakness, doubt or not always knowing the answers, goes ahead and overcomes anyway."

-Christopher Reeve

As a savvy small business owner, unlocking potential savings through tax credits is a game-changer. Understanding which credits apply to you and how to leverage them is key. Today, let’s explore the Research …

In a comprehensive exploration of the financial landscape, a recent Bankrate survey, conducted in September with responses from approximately 2,500 U.S. adults, uncovers a disconcerting trend: around four in five households find themselves …

In 2024, Social Security beneficiaries are set to receive a 3.2% increase in their benefits, a stark contrast to this year’s extraordinary hike, indicating a slowdown in consumer price increases. The cost-of-living adjustment …

One of the most valuable things wealthy boomers can do to protect their wealth is tax planning. Here’s some tax planning strategies to consider in your financial plan: Roth Conversions: Convert traditional IRAs …

(01:05): Hello and welcome to this week’s episode of the Her Retirement Podcast. This week’s episode is entitled How and Why to Do an Annual Financial Checkup. Performing an Annual Financial Checkup is, …

(01:04): Hello and welcome to this week’s episode of the Her Retirement Podcast. I’m excited to have you here listening to this episode. Go ahead and throw on some headphones, go for a …

Hello and welcome to this week’s episode of the Her Retirement Podcast. This week I am talking about Medicare and the Medicare maze that we are all so confused about. I’m also recording …

My favorite teenage book inspired the title of this week’s podcast, Are You There God? It’s Me, Margaret. Since my mom’s passing on April 1 of this year, I find myself asking this …

In a recent study conducted by the USC Schaeffer Center, concerning findings have emerged regarding overpayments made to Medicare Advantage plans. The research suggests that these overpayments could surpass a staggering $75 billion …

In today’s dynamic economy, a stark generational divide has emerged between Baby Boomers and Millennials regarding spending habits. This divide has significant implications for various industries and the overall economy. We can gain …

(01:03): Hello and welcome to this week’s episode of the Her Retirement Podcast. Welcome to Financial Literacy Month. I had no idea, and shame on me, but I have a valid excuse because …

Why Did Silicon Valley Bank Fail? SVB, the 16th largest bank in the U.S. and heavily skewed toward serving companies and individuals from the technology industry, faced significant challenges amid a tough phase …