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Blog

Danielle Forsman | Jan 19, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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brown lighthouse during golden hour by Frederik Holmgren courtesy of Unsplash.
Danielle Forsman | Jan 15, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

retirement
savings
Is your retirement savings on track? Take our test!
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Danielle Forsman | Dec 19, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Danielle Forsman | Nov 19, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Danielle Forsman | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Danielle Forsman | Sep 19, 2024

7 Milestones At Age 50 & Above

retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Danielle Forsman | Aug 26, 2024

Longevity in Retirement & What You Should Know

Investments
retirement
Finance
savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Danielle Forsman | Aug 19, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Danielle Forsman | Jul 19, 2024

A Guide to Pensions & Retirement Benefits

retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Digital art of a lawyer standing next to a large document and gavel.
Danielle Forsman | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Danielle Forsman | May 19, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Older couple embracing on a boat overlooking a body of water
Danielle Forsman | Apr 19, 2024

5 Signs You’re Headed for a “Cushy” Retirement

retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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