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Our experienced team keeps tabs on industry trends and events that impact the financial well-being of our clients - then we write about it for you.
Essential Financial Terms for Financial Literacy Month
April is Financial Literacy MonthApril marks Financial Literacy Month—a key opportunity to improve your understanding of crucial financial concepts. Grasping these terms is vital for making...
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2025 Update: Stay Informed on RMDs & Inherited IRAs
In the ever-evolving landscape of retirement planning, staying informed about the rules governing retirement accounts is essential. This is especially true when it comes to Required Minimum...
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Market Update: Key Developments from August You Should Know
August brought several significant market changes, especially with a focus on the upcoming Federal Reserve (Fed) meeting in September. Investors have been eagerly anticipating potential interest...
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Market Update: The Importance of Diversification
With recent shifts in economic indicators and market behaviors, it's essential to stay informed and adapt your investment strategies accordingly. At Cooper Eagle LLC, we believe that understanding...
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The 2024 Guide to Maximizing Your HSA
As we navigate through the complexities of healthcare planning, it's crucial to stay informed about the tools available to us for managing our health-related expenses efficiently. One such powerful...
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First Quarter Financial Market Update: Insights from Cooper Eagle
As we step into spring, it’s an opportune time to reflect on the financial markets' journey through the first quarter of 2024. Cooper Eagle is committed to keeping you informed with the most...
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Understanding Social Security and Taxes in Retirement
As we age and move closer to retirement, the importance of understanding and planning for our financial future cannot be overstated. For many Americans, especially those 60 years and older, Social...
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Maximizing Your Social Security Benefits: A Guide for Married Professionals Over 50
As you approach retirement, one of the most critical decisions you'll face is when to start taking your Social Security benefits. For married professionals over 50, this decision becomes even more...
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7 Essential Steps for a Smooth Transition into Retirement
Retirement is a significant milestone in one's life, representing the culmination of years of hard work and dedication. As you approach this new chapter, it's crucial to have a clear understanding...
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