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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and in turn you have to pay even more taxes on your investments.

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Understanding Types of Investment Return

Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...

Why You Need to Be Financially Resilient

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad,...

Funding Accumulation Goals

Investors often focus their resources on retirement and education goals. That’s appropriate in most cases; nearly everyone has those same...

Managing Withdrawals in Retirement

We face some important financial decisions over the course of our lives. One of the most challenging things is deciding...

Medical Deductions

As you prepare to file your taxes, one of the questions we hear regularly is, “what medical expenses can I...

Have You Saved Enough This Year?

As the year-end approaches, many of us may reflect on our financial goals and wonder if we’re on track. If...

4 Easy Ways to Boost Financial Confidence and Get Out of a Financial Rut

It can be challenging to determine how to get yourself out of a financial rut. You may be completely unsure...

The Key to Women’s Economic Empowerment is Financial Literacy

CentSai co-founder Doria Lavagnino speaks about the economic fallout of the paucity of mandated financial literacy in the US.

Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

7 Steps to a Healthy Money Relationship

We all want to have a healthy relationship with money, free from worry and financial stress, and ideally, free from...