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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 investing questions. One question we receive often is, what differentiates Mutual Funds, Exchange Traded Funds (ETFs), and Hedge Funds?

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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...

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...

Tax Planning

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

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Tax Time Is Looming. Is Your Small Business Ready?

It’s that time of year again — tax time that is.

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

4 Tips for Deducting Charitable Donations from Your Taxes

It can be a stretch for households to donate to the less fortunate during the holiday season, but as the…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest...

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you...

Don’t Put These Things on Your Credit Card

With the economy slowly but surely recovering many Americans are pressed to put more and more expenses on credit cards...

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

What the Heck Is a Reverse Mortgage?

Lately, you’ve likely noticed a glut of television, radio and even Web advertisements — many of them featuring well-known actors…