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Your Money Matters

Your Money Matters

August 02, 2024

This month’s Your Money Matters newsletter contains helpful information about how Boomers and Millennials differ, ways emotional bias can adversely affect your decisions, considerations about when to retire (if at all), and a guide for better understanding what 529 distributions will cover. If you have questions, don't hesitate to reach out to us for answers.

Have a great day!

How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.