Living the Dream: How to Plan for Your Ideal Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
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Why Should I Buy an Annuity?
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern...
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The Pros and Cons of Investment Apps
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional...
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Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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Charitable donations can mean big tax deduction—unless you donated to a fraud
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care...
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Affording an A+ Education
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Passive Income Investments: How to Make Your Money Work for You
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your...
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The Biggest Reasons to Own Life Insurance
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan. For...
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Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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