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February
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
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Balancing Stocks and Bonds in One Fund
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Fixed for Life: What Can an Annuity Do for You?
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Three Ways to Help Simplify Your Finances
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
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Small Businesses Should Prepare for Stronger Tax Enforcement
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January
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
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Stretch IRA Alternatives
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A 529 Plan Can Help Jump Start Your College Fund
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Tips for Safe Online Shopping
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Taking Control of Your Retirement Savings
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Naming a Trusted Contact
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December
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
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Sectors: Overweight, Underweight, or Just Right?
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Is It Time to Buy an Electric Vehicle?
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
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Talk About These Money Matters Before the Wedding
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
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November
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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
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Famous People Who Died Without Proper Planning
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Retirement Savings in a Volatile Market
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New Life for Your Old Insurance Policy
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Virtual Health Care Is Here to Stay
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
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October
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
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Passive, Active, or Both?
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How Much Life Insurance Do You Need?
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Building Financial Resilience
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
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Small Businesses Are Short-Staffed and Overwhelmed
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September
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
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Dividends for Income and Total Returns
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What the Red-Hot Job Market Means for Workers
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Preparing for a Natural Disaster
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How Life Insurance Could Help Mitigate Taxes in Retirement
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Diversifying Your Portfolio with International Flair
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August
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HOT TOPIC: Is the U.S. Economy in a Recession?
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Inflation Protection for Investment Dollars
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Life Insurance Living Benefits
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Uncle Sam Wants to Know About Your Gig Income
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Sticker Shock Is No Joke for Car Buyers
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Six Steps to Starting a New Business
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July
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A Wealth of Information: How to Read a Mutual Fund Prospectus
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Should You Consider Tapping the Equity in Your Home?
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Adjusting Your Tax Withholding
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WEP and GPO Can Reduce Social Security Benefits
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How Long Should You Keep Financial Records?
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June
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
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Avoiding Probate
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What’s Your Retirement Dream Elevator Pitch?
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Are You Ready to Cancel Your Cable TV?
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Where to Look for Lost and Forgotten Money
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Consider a Bond Ladder for Rising Interest Rates
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May
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Working While Receiving Social Security Benefits
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Baseball Lessons That Might Help Change Up Your Finances
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Planning to Quit Your Job? What to Know Before You Go
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Why Small Businesses Should Pay Attention to Accessibility
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Food Inflation: What’s Behind It and How to Cope
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April
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ETFs Are Gaining on Mutual Funds: Here’s Why
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Key Retirement and Tax Numbers for 2022
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Splurge or Save? Making the Most of Your Income-Tax Refund
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What’s the Difference Between Medicare and Medicaid?
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
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March
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When Two Goals Collide: Balancing College and Retirement Preparations
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Mutual Funds: Do You Know What’s in Your Portfolio?
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If You Don’t Have a Will, You Probably Should
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Going Green: A Fast-Growing Corner of the Global Bond Market
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When Buying Is Easy, Paying Later Can Be a Problem
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Securities and advisory services offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurnce License #0586997.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
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