Protect Your Data
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Every year, as we prepare for the holidays, I can’t help but wonder how many people will fall victim to a fraudster or a scam artist.
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Blog
The Social Security Trust Funds
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You have probably seen articles or heard reports about Social Security running out of money in 2035, so let’s discuss what that means for your retirement.
Read MoreAccount Types: Health Savings Account (Part 5 of a 5 Part Series)
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What is a Health Savings Account?
Read MoreAccount Types: 529 College Savings Plan Account (Part 4 of a 5 Part Series)
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What is a 529 College Savings Plan?
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Account Types: Roth IRA (Part 1 of a 5 Part Series)
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Do you know what a Roth IRA account can do for you?
Read MoreFinancial DOs and DON’Ts (Part 2 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
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Tax Perspective of a Down Market
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Although it can be difficult to wrap your mind around when you look at your investment statements, there is an upside to a down market.
Read MoreStuff and Nonsense
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So much is being written about student loan debts crushing our young people and their parents. How did we get into this financial mess of delayed dreams and repayment horror stories?
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Emotional Investor
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We are all emotional investors, whether we realize it or not. What emotions do you experience when making investment decisions?
Read MoreFinancial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreOnline Tax Accounts
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Friend or foe, technology is here to stay so let’s use it to our benefit!
Read More10 Tips for a Financially Happy Marriage
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Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MorePlan the Wedding of Your Means
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The Millennial generation, on average, is waiting longer to get married than most previous generations. Here is a list of 5 things you should consider to keep from overspending for your wedding.
Read MoreFinancial Spring-Cleaning Tips
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Tax season is wrapping up and spring flowers are tempting us outside. Were you frustrated trying to gather documents to file that return? Financial spring cleaning can actually save you money.
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