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November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

November is National Family Caregivers Month—a time to recognize the dedication and resilience of caregivers everywhere. Many caregivers, often family members, find themselves balancing their own careers, health, and finances while supporting a loved one. Our latest article offers practical insights on how to manage these unique financial challenges, from income planning to navigating complex care options.

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Maximizing Mid-Career Wealth: Balancing Debt Payoff, Retirement Savings, and Market Valuations

While it is a good conversation to have at any point in your career, from a mid-career perspective, typically defined as being in your 30s to 50s, the decision between paying down credit card debt and outstanding loans versus funding your 401(k) or other retirement plans becomes even more critical as you're likely to have more financial responsibilities and goals.

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