CDIA Insights
CDIA Insights

We post blog articles here regularly about financial, physical, and emotional wellness, and the steps working Americans can take to protect their income and strengthen their resilience, at home and in the workplace.

Latest Article

The Emotional Stages of Retirement

Are you prepared for the emotional stages of retirement? You may have plenty of financial preparation for this stage in your life, but the less-discussed mental aspects of retirement have as much to do with a successful retirement as finances. This list provides a primer on potential emotional stages or retirement.

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Potential Tax Deductions for Empty Nesters

If you are an empty nester, many of your potential tax deductions have the potential to leave along with your children. Therefore, it is important to determine other deductions you can use instead. Here are three, Empty Nest tax deductions you should consider.

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Empty Nesters’ Financial Planning Checklist

The empty nest stage is, by definition, a time of loss. However, it is likely also a time of gain—no longer are you spending money for children in the home. What do you do with this “unaccounted” for cash? This financial planning checklist of important considerations may help you determine the answer.

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Is It OK to Create Wealth?

To create wealth is not evil. Money is a medium for transaction. Wealth creation allows you the freedom and capability to help those in need, whether they are family or those less fortunate.

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Job Advice for Millennials

We’re here today with some sound job advice for younger folks figuring out how to get ahead at the office, and how to make the most of out of every job.

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