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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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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