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October 3, 2026

Buy, Borrow, Die

Using an investment account as collateral for a line of credit (LOC) to fund retirement is a strategy known as "securities-based lending." Here's how it works and key considerations.

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September 26, 2026

Oil & Gas Tax Strategy

The deduction is real. Whether it’s right for you is a completely different question.

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September 19, 2026

Mortgage Rates Just Hit a 52-Week High

The 30-year fixed mortgage rate hit 7.22% this week, a 52-week high.

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September 12, 2026

AI Chatbots Are Giving Financial Advice to Millions

The trouble starts the moment a question needs real facts about your life, not just a textbook answer.

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September 4, 2026

Renting Isn’t “Throwing Money Away”

Does renting mean you're falling behind financially? Explore the real costs of homeownership and how renting and investing the difference can build wealth.

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August 29, 2026

55% of Americans Say Their Finances Are Getting Worse

Financial anxiety is rising, but having a written financial plan can make a measurable difference. Learn why clarity and financial advice can bring greater confidence.

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