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Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money: Double-check […]Continue reading
As we head toward the finish line of 2020 and gear up for 2021, setting goals and getting your life in order should be a priority. One of the best places to start is by understanding your net worth and determining if you are on track to meet your goals. Your net worth provides a […]Continue reading
“I’m getting a divorce.” When one hears that statement, the first thought that frequently comes to mind is prepare for an emotional roller coaster and all the expenses that come with it. Every divorce is emotionally and financially challenging when considering all the time and effort poured into a marriage, from shared love and memories to invested […]Continue reading
With warmer temperatures, longer days, and spending more time at home, summer may be the prime time for home renovations. Whether it’s repainting your home, building a backyard deck, or remodeling the kitchen, modifications can not only enhance your home, but also boost its overall worth. However, because your home is a significant financial investment, […]Continue reading
These days women not only have to worry about balancing their duties as a family manager, but must focus on their own identity as financial contributors as well. Despite being great savers and increasingly influential in the workforce, women are left with more duties and less time to curate a solid understanding in investment strategy. Here […]Continue reading
In response to the economic fallout of the COVID-19 pandemic, the CARES Act contains a number of essential measures important to the financial security of the American population. This far-reaching legislation offers protection and support to small businesses, hospitals, and individuals, such as more flexibility with your retirement accounts. Here, we’ll discuss some of the […]Continue reading
When it comes to growing and preserving wealth, it’s important to bear in the mind the volatility of the markets and how it could impact your retirement income. Fortunately, there are ways to help shield your savings from market woes. Designed to protect, grow, and provide a guaranteed stream of income is an annuity. Align […]Continue reading
As you’re making resolutions to do things better in the new year, here are three resolutions to ensure your estate plan is where it should be in 2020: Resolve to have an estate plan in place. According to a survey, 57% of U.S. adults don’t have an estate plan.1 It’s not just for the […]Continue reading
Life insurance isn’t just for those married with children, single adults without children can benefit from it, too. When you’re single, healthy, and childless, a life insurance policy is probably the last thing on your mind. You might think that buying coverage is just another unnecessary expense; however, there are plenty good reasons why it […]Continue reading
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money: Print […]Continue reading
