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November 2023

Saving (& Avoiding Procrastination) During the Holiday Season

November 29, 2023 | Regina Neenan
Explore strategies for avoiding last-minute shopping while making the most of your holiday spending in 2023 — and even saving a bit while you're at it. Plus, find practical tips for budget-conscious shopping through planning, accountability, and more to avoid seasonal overspending.
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Voluntary After-Tax Contributions: What They Are and How You Can Take Advantage

November 15, 2023 | Jason Speciner
Discover the potential of voluntary after-tax contributions. Learn how this often underutilized financial strategy can significantly enhance your retirement planning. Understand eligibility, contribution limits, and the powerful "Mega Backdoor Roth" conversion technique.
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What Types of Insurance Should I Have?

Back to Basics: What Types of Insurance Should I Have?

November 1, 2023 | Regina Neenan
With so many types of insurance available, it can be difficult to know which are most important for you. Learn why you should have each of these five coverages — and when it's okay to go without a certain insurance policy type (even if it's one you've had for years).
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