Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…

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Securing Income Through Retirement

August 22, 2022

Living on a fixed income during retirement years can be a difficult adjustment. Many...

Saving Outside of Retirement Accounts

August 11, 2022

Experts suggest that you need 70–80% of your pre-retirement income level to live...

Mentally Preparing for Retirement

August 2, 2022

When you are a young adult, retirement seems like such a distant stage of life that it’s...

How to Stretch Your Retirement Savings

October 26, 2021

Getting to retirement is both exhilarating and scary. It is exciting to have free time...

Are You Financially Ready to Retire?

August 26, 2021

Whether you hope to retire at 55 or don’t plan on joining the ranks of retirees until...

Steps to Take to Close the Retirement Savings Gap

August 12, 2021

Saving for retirement is often not afforded the attention it deserves during our early...