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The Democratic and Republican nominating conventions triggered an early recess for Congress. Lawmakers left Capitol Hill in mid-July and are not scheduled to return until September. Before recessing, the House voted to undo part of the Affordable Care Act (ACA) and approved a reduced budget for the IRS. Read more…

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We believe that planning ahead is the most important thing you can do to help secure your financial future and thrive life’s transitions. It is disappointing and concerning to see there is still such inequality between men and women when it comes to making decisions about their investments. Read more…

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