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Embrace Your Budget to Attain Financial Freedom

Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought of working with a budget to help manage their finances. The common refrain is along the lines of “I don’t want to be restricted...

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Why Embrace Personal Capitalism?

There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest...

The IRS $600 Rule, Simplified

There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which...

Investing Terms You Should Know

Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your...

Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...

What Is a Trust?

Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.

Lessons for College Kids: Three lessons to give your children before college.

One of the most stressful moments of a parent’s life is letting go, allowing your children to walk on their...

What Is a 529 Plan?

Do you have children? If so, you’ve likely spent time wondering how you’re going to pay for their college education.

Women and Money: Financial Steps for Life

“No matter how much women prefer to lean, to be protected and supported, nor how much men prefer to have...

Financial Planning for Women: Learning Where to Start

Amy Corcoran graduated from college two years ago. At 23 years old, she is ready to invest for her future,...

I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...