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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 you’re falling short of your savings objectives, don’t quit! There’s still time to make a significant impact.

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Nine Money Moves to Consider If You Have a Family

Your spouse and children may be your greatest joys in life, but do you get a little stressed out when...

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.

Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one...

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...

How Do You Plan to Fund Your Retirement?

With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for...

Encourage Kids to Think About Debt and Money Issues

Overindulgence and overspending have become common problems in today’s society. This has resulted in a pattern of debt for many...

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....