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Do you believe you have to be a financial genius to manage your finances? Financial knowledge may seem like a lot to handle, and you don’t need us to tell you that. But we are here to tell you that financial wellness is much more about simple steps than advanced financial strategies. In fact, when […]
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The new year is a good time to do a comprehensive review of your insurance. It is essential to examine it at least annually and, if necessary, modify your insurance plans for several reasons. Ideally you want to stay current on policy changes, and ensure your coverage still works for your needs and those of […]
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Every year, the holiday season inspires a beautiful wave of generosity. Donations surge. Volunteer sign-ups spike. People go out of their way to support those in need or brighten someone’s day. But what if that spirit of giving didn’t fade with the new year? The truth is, kindness doesn’t have to be seasonal. If you’ve […]
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Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love. Typically when we think of passing down money to loved ones, it is through a will drafted years earlier or even an estate plan. However, […]
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As a retiree, you’ve likely spent a lifetime planning ahead by saving for the future, guarding your health, and building a legacy. But while gifts of cash or keepsakes are always appreciated, there’s another gift to consider that’s both practical and deeply meaningful. It is the gift of insurance. Whether you’re looking to support a […]
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For many, the holidays are a time to celebrate traditions, connect with loved ones, and give a little joy. But in a year marked by economic uncertainty, rising costs, and global shifts that feel far outside our control, it’s understandable if your seasonal spirit feels a little more tense. From higher prices on imported goods […]
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Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax filings. Incorporating these five tips into monthly, quarterly, and annual tax planning routines may help prevent errors, avoid delays, and help small-business […]
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Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains on items they need. Try to shield yourself during this holiday shopping season by understanding the type of […]
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Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation. Here are some investment options for veterans and military members to consider. Thrift Savings Plan (TSP) A TSP is a retirement savings and investment […]
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As we age, planning for the future becomes increasingly important. This is especially true when it comes to long-term care. For married couples, this planning is not just about individual needs but is also about ensuring that both partners are cared for—in sickness and in health. October is Long-Term Care Planning Month, which makes it […]
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