How to Boost Your Financial Literacy: 5 Simple Tips for Success
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
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Charitable Giving: How Your Gift Gives Back in Tax Deductions
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...
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Do You Still Need Life Insurance When You Retire?
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
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Preparing for an Early or Unexpected Retirement
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project...
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Personal Liability Protection
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an...
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What are the Benefits of Saving Early?
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who...
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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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Investment Strategy: Where You Are Now vs. Where You're Headed
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Organization Tips to Help Take Time off Taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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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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5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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