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February
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HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
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Three Market-Moving Economic Indicators to Watch
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
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What’s New for 2025?
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Indexed Annuities: Potential for Growth with Some Downside Protection
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Is Tip Fatigue Wearing You Out?
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January
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HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
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Home Energy Rebates Could Save You Money
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Would You Be Prepared for an Unplanned Early Retirement?
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A Critical Combo: Life Insurance with Long-Term Care Benefits
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
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A Mortgage Recast Is an Alternative to Refinancing
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December
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Charitable Gifts of Life Insurance
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Year-End 2024 Tax Tips
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Eight Ideas for Smarter Holiday Shopping
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An Umbrella Policy Offers Extra Liability Coverage
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Two Tax-Friendly Retirement Plans for the Self-Employed
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November
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
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Treasury Yields Off 17-Year Highs
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If You Don’t Have a Will Yet, Why Not?
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FAFSA for 2025-2026 School Year Opens December 1
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Do You Know Your Medicare Coverage Options?
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
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October
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HOT TOPIC: The Fed Finally Cut Interest Rates
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Can You Put the Brakes on Rising Auto Insurance Premiums?
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Do You Have Enough Life Insurance?
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Making the Most of Your Credit Card
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A Pension Strategy That May Boost Your Income
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What’s Your Real Return?
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September
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HOT TOPIC: Should You Worry About Market Volatility?
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It’s Complicated: Inheriting IRAs and Retirement Plans
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Retroactive Social Security Benefits: A Chance to Turn Back Time
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Eight Great Investing Quotes
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
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Just Your Average Millionaire
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August
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HOT TOPIC: Real Estate Commission Changes Around the Corner
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Watch for These Hazards on the Road to Retirement
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Mixing It Up: Asset Allocation and Diversification
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After the Loss of a Loved One, Watch Out for Scams
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
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July
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HOT TOPIC: The Economic Impact of an Aging World
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Should You Buy or Lease Your Next Vehicle?
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Birthday Benefits Quiz
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The IRS Wants More Info About Your Gig Income
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Can Home Improvements Lower Your Tax Bill? It Depends
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Saving for College: 529 Plan vs. Roth IRA
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June
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
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Do You Need to Adjust Your Tax Withholding?
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Insurance Gaps May Pose Risks for High-Net-Worth Households
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The United States Is Older Than Ever Before
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Are You Spending Money to Keep Stuff You Don’t Need?
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May
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
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Market Measures: Beyond the Dow
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New SAVE Repayment Plan Offers Key Benefits
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ESG Investing in the Spotlight
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Housing Market Trends: Are They Helping or Hurting the Economy?
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Where Will You Live as You Grow Older?
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April
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
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Beware of These Life Insurance Beneficiary Mistakes
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Individual Bonds vs. Bond Funds: What’s the Difference?
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What’s Required of the Executor of an Estate?
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How a Family Limited Partnership Can Power an Estate Plan
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Fixed Annuities: Retirement Income for Now or Later
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March
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
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Key Retirement and Tax Numbers for 2024
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How Savers and Spenders Can Meet in the Middle
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The Federal Reserve’s Key Meeting Dates in 2024
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
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Can Your Personality Influence Your Portfolio? New Research Points to Yes
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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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