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Secure Choice and SECURE Act?

April 18, 2023 By WPSiteAdmin

Secure Choice and SECURE Act.pdf Contact Us

Filed Under: Food for Thought

Talking to Kids About Money

February 6, 2023 By WPSiteAdmin

Filed Under: Food for Thought

How Far Could $1 MILLION Go in Retirement?

December 9, 2022 By WPSiteAdmin

A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years. If you retired with $1 million in 1970, you probably didn’t have to worry about your nest egg running out, even with a lavish lifestyle. It […]

Filed Under: Food for Thought

How to Be a Smarter Investor in Uncertain Times

December 9, 2022 By WPSiteAdmin

In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a perfect world. Far from it. That means our emotions impact our financial choices more than we realize.1 Shockingly as much as 95% of our purchase choices are made subconsciously, driven by our emotions—as […]

Filed Under: Food for Thought

Bear vs. Bull Market Quiz Will You Get All 7 Questions Correct?

December 9, 2022 By WPSiteAdmin

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Filed Under: Food for Thought

Inflation Quiz

December 10, 2022 By WPSiteAdmin

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Filed Under: Food for Thought

How Practicing Gratitude Can Make Life Better

December 10, 2022 By WPSiteAdmin

Thank you. When was the last time you said those words? How often do you really even say them? If you’re like most folks, you’re not saying, “thank you,” as much as you think. In fact, most of us rarely say, “thanks,” even when someone’s doing us a favor or giving us a gift. How […]

Filed Under: Food for Thought

How to Weather a Recession

December 10, 2022 By WPSiteAdmin

Are you worried about a major recession? Think the markets are about to come to a standstill any day now? “Yes,” is the answer from most folks these days.1 Same with most small business owners.2 And lots of so-called economic experts and talking heads on the news seem to agree too. Still, no one REALLY […]

Filed Under: Food for Thought

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Copyright © 2025 WealthPlanners, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is a partial owner of WealthPlanners, LLC. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, MN, MO, MT, NE, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Image Credits