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Financial tips

Financial Wellness at Every Age: A Lifelong Approach to Money Management
February 12, 2024

Embarking on a journey towards financial wellness is a commitment that spans a lifetime. At each life stage, individuals encounter unique financial challenges and opportunities, making it essential to adopt a comprehensive and lifelong approach to money management. Let’s explore key aspects of financial wellness at various ages, ensuring a…

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Tax-Efficient Investing: A Strategic Approach to Maximizing Returns
February 5, 2024

In the world of investing, it’s not just about earning returns; it’s about keeping more of what you earn. Tax-efficient investing is a strategic approach that enables investors to optimize their portfolios, minimizing tax burdens and maximizing after-tax returns. Here, we share key insights on how to navigate the complex…

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5 Common Money Mistakes That Can Set You Back
January 15, 2024

Achieving financial goals is a journey that demands careful planning and disciplined decision-making. However, certain common money mistakes can act as roadblocks, hindering progress and impeding your path to success. Recognizing and avoiding these pitfalls is crucial for anyone striving to build a secure financial future. Neglecting Emergency Funds One…

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Navigating 2024 Income Tax Inflation Adjustments
December 11, 2023

As we gear up for the 2024 tax year, the Internal Revenue Service (IRS) is set to implement a slew of adjustments, unveiling modifications to over 60 tax provisions outlined in Revenue Procedure 2023-34. These changes promise to reshape the landscape for tax returns filed in 2025, introducing a series…

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Life Insurance for Millennials: Why It Matters and How to Get Started
December 5, 2023

In the hustle and bustle of early adulthood, millennials often find themselves grappling with a myriad of financial decisions, and life insurance might not be at the top of their priority list. However, overlooking this crucial aspect of financial planning could be a costly mistake. Let’s explore why life insurance…

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Should You Invest Retirement Funds Into Cryptocurrency?
May 16, 2023

You’ve likely read the sensational headlines about Bitcoin and other cryptocurrencies in recent years. Yes, Bitcoin started trading at 8 cents per coin back in 2010, and quickly rose to an astounding high of $65,000 per coin by 2021. So that might make you wonder whether you’ve missed your chance…

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3 Reasons to Update Your Beneficiaries Now
April 17, 2023

We don’t usually like to think about it, but our assets must go somewhere after we pass away. Setting up a Will is important, but is actually not the most direct way to transfer assets to your intended heirs. Your beneficiary forms, which you fill out when you establish a…

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5 Things to Do Before Filing Your Taxes
March 7, 2023

With the income tax deadline looming on April 18, now is the time to start planning for your 2022 tax return. But before you sign that return, consider these five tips which could save you money. Open or contribute to an IRA. If you don’t already have an Individual Retirement…

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Make 2023 IRA Contributions by April 18
February 6, 2023

You probably know that maxing out your retirement plan contributions each year can earn you a significant deduction on your income tax return. So if you forgot to contribute the full allowable amount(s), you might be kicking yourself right now as tax filing season begins. Well, we have good news:…

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5 Ways to Plan for Tax Season Now
December 12, 2022

With the holidays looming, who wants to think about filing their income taxes? That can wait until spring, right? Well, actually, tax planning should always be an ongoing practice. And that’s especially true at the end of the year, because certain actions must be taken now if you want to…

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