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Retirement

When you educate yourself on retirement planning you can not only take pride in knowing you understand the process, but you can ensure the best retirement plans are being made for you and your loved ones.

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Investing

Investing should be accessible to everyone, not just the elite few with insider knowledge. Learn how to navigate the ever-changing world of investing and come out successful on the other side.

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Taxes

Whether you work with a financial advisor or manage your own portfolio, understanding the impact taxes will have on your investments can help you make informed decisions and potentially save money in the long run.

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View Recent Articles

Recent Articles.

ResourcesInvesting

What is an Exchange Traded Fund?

What is an Exchange-traded fund (ETF)? ETFs are one of the most talked-about investment products today. But what exactly are they, and why should you consider investing in them? In…

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ResourcesInvesting

A Beginner’s Guide to Investing

Investing can seem daunting, especially if you’ve never done it before. While there are many resources out there to help you get started, the best way to become an investor…

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How to Start Saving for Retirement

While beginning early is always important – like simply saving $25 a month in your 20s – it doesn’t always work out where you’re able to put money aside into…

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ResourcesTaxes

How to File an Amended Tax Return

Did you know you can file an amended return for a federal tax return? If you’ve recently realized some information on your most recent tax return is inaccurate or incomplete,…

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How Does Social Security Work?

As you plan your retirement, understanding the benefits of social security can be beneficial. For many Americans, social security benefits play an essential part in their retirement income. Therefore, it…

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ResourcesTaxes

Taxes: What are They and How do They Work

Taxes are an important part of life, and understanding how they work is essential for everyone. Whether you are an individual, a business, or a government, taxes are a necessary…

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ResourcesTaxes

Can You Deduct Rent on Taxes?

If you are wondering whether you can deduct your rent on your taxes, the short answer is yes. However, this depends on if you live in one of the 22…

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ResourcesTaxes

Filling Out Tax Forms During Tax Season

Completing your tax forms is likely not your definition of a fun evening.  Whether you fill them out long-hand, use tax preparation software, or enlist the help of a tax…

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How to Manage Income Streams During Retirement

Planning for retirement can be complicated and stressful. You’ve worked hard for decades, and now you have to figure out how to manage your income streams and savings to enjoy…

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ResourcesTaxes

Tax Refund Schedule for 2023

Tax season is upon us. Studies show approximately 30% of Americans rely on their tax refunds to make ends meet. For some it’s important to know when to expect an IRS…

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ResourcesInvesting

What is a Mutual Fund?

A mutual fund is a type of investment vehicle that pools money from many investors and invests it in a variety of securities, such as stocks, bonds, and short-term debt….

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ResourcesInvesting

The Basics of Investing in Real Estate

As an individual investor, real estate investing is a great way to increase not only wealth but create a well-diversified portfolio. Whether you are just starting or are an experienced…

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