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In Case You Missed It

The Investor Mindset

Do you have the investor mindset?

Is Your ESG Fund Actually Socially Conscious?

ESG (Environmental, Social, and Governance) funds don't always equal true ESG investing.

Recessions and Your Investments

A guide to recessions and how they can impact your investments.

Living in the Moment While Planning for the Future

A good financial plan is key to preparing for the future and still embracing life in the moment. Here are some tips to make sure that you get the best of both worlds.

A Gen Z Investor's Journey to Opening a Roth IRA

A young investor describes the process they went through to open a Roth IRA and invest their money with a robo-advisor.

Top Ten Lessons for Financial Planning

Michael J. Perna has been in the financial planning business for 40 years. Here are his top 10 tips.

The Three Phases of Retirement

The three phases of retirement impact our desires and finances. Here's how to make the most of each phase.

Ask the Hammer

Email your questions to

Should I Wait to Buy a Home?

Ask Bob

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Claiming Social Security Spousal Benefits Before Full Retirement Age

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