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Financial articles

Educate yourself on financial topics about saving for retirement, protecting your stuff, money management, and much more.

Financial Planning

Sign up for Financial Advisory News

Stay in the know. Sign up for market news and information in your inbo...
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Financial Planning

To move or not to move: Medicare premiums and Roth conversions

Individuals 63 years and older should be aware of the potential that m...
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5
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Financial Planning

yourFINANCIAL Checklist

Back to school time can be stressful, but preparing for your financial...
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8
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For Your Information

WEA Member Benefits vs. WEA Trust

Sometimes names are confusing. We help clarify what each of us does so...
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1
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Insurance

Are you missing these important pieces of your financial security?

There is more to your financial security than retirement savings and a...
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2
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Retirement

SECURE 2.0 changes age for required minimum distributions

Required minimum distribution changes took place on January 1, 2023 wi...
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2
Min
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