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The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order. This includes crucial aspects such as wrapping up all financial contributions before the year-end for retirement savings plans such as Keogh, Solo 401(k), and 401(k) and making strategic […]
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When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends to diminish over time in terms of both interest to the child and monetary value. A different approach to gifting can focus on investing in a child’s future. This perspective offers […]
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Before the year ends, it’s important to review your finances with a financial professional. Here’s a simple checklist of nine things to double-check to make sure you’re in good shape for the new year. Review Your Tax Withholdings If you know about how much you’ve earned this year, make sure you’ve withheld enough in taxes […]
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On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is a good cause and a smart idea. Here are some tips and tricks for managing your deductions and charitable purposes […]
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Consider these practical steps for helping your parents plan their finances.
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Black Friday and Cyber Monday are great times to find amazing deals, but they’re also a prime time for scammers. While you’re hunting for bargains, stay alert to avoid getting caught in a scam. Here are some common tricks to watch out for so you shop safely. Fake Websites Sometimes a scammer may send an […]
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As a military family, you face challenges and opportunities in managing your finances. Planning for your financial future is important, regardless of where you are in your journey. Here are a few key financial considerations for military families. Understanding Your Benefits First off, think of all those special benefits that military families see over the […]
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Consider these practical steps for helping your parents plan their finances.
Article
Consider these practical steps for helping your parents plan their finances.
Article
Medicare is complex with many different moving parts involved. Here's five tips to help you plan so you do not get caught off guard by the nuances of Medicare.
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