Smart Ways to Use Your Tax Refund to Build Long-Term Wealth
Tax season is over—phew! And if you’re one of the many Americans receiving a tax refund, you might...
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Category: Investments
Preparing for 2025: Setting Financial Goals for the New Year
As 2025 approaches, it’s time to reflect on your financial progress and set new goals for the year...
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Financial Spring Cleaning: Organizing Your Finances
With spring cleaning on everyone’s mind, now is the perfect time to do a financial spring...
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An Easy-to-Understand Guide to Understanding Capital Gains Taxes
Have you ever owed taxes without understanding why? A common reason people owe taxes despite...
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Which is Smarter: To Rent or Buy My Home in 2022?
When it comes time to move into your own home, you have two main options: rent or buy. You may...
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3 Realistic Financial New Year’s Resolutions
As we enter the new year, it’s prime time for deciding (and sometimes publicly declaring) all...
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What Do You Do With Your 401(K) When You Leave a Job?
During the pandemic, there have been many layoffs, and many people have had to leave their jobs...
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What is the Difference Between a 401(k) and an IRA?
You may have heard of a 401(k) account being something employers offer. Your employer may even...
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How Much Money Should You Save For Retirement?
You know it’s important to save for retirement. You dutifully put money in a 401k or an IRA or...
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Demystifying the Four Stages of the Financial Life Cycle
Money serves different purposes in different stages of your life and the life of your business. If...
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Top Reasons Why You Should Hire a Financial Planner
When you have any amount of money, you have three main choices of what to do with it. You can save...
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Is The October Effect Real or a Myth? (Or Both?)
October is a month where people like to be frightened–setting up decorations, planning...
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