Monthly Archives: January 2020

What’s the Value of Working with a Financial Advisor?

When it comes to managing finances and investments, there are two main options to choose from — DIY (or do-it-yourself) and hiring a financial advisor. The question you must ask yourself is simple: Which option is best for you and your family? Research conducted by Vanguard could help answer this question. In a report titled […]

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Five Ways to Help Your Teenager Establish Credit

It’s critical that young people learn early on about the importance of managing debt and begin the process of establishing credit in their own names. Ideally, this education process should start during their teenage years, and they should begin establishing their own credit before leaving home to start their career or graduating college. Starting out […]

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Five Tips to Help with Tax Preparation This Year

While taxes probably aren’t the first thing you think about in January, the beginning of a new year also marks the beginning of a new tax season. The IRS recently announced that January 27 will be the official first day of the tax season for this year. In other words, this will be the first […]

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How to Leave HENRY Behind — Once and for All

Everyone has their own idea of what it means to be “rich.” If you ask five different people to define being rich, you’ll probably get five different answers.  While being rich is often associated with how much money an individual or family makes, it’s usually more accurate to measure wealth based on the assets accumulated. […]

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How to Reach Your Savings Goals in the New Year

The start of a new year is a good time to set new savings goals, such as saving for retirement or college or building an emergency savings fund. Research has indicated that setting financial goals like saving more money in January can be more effective than setting them on an arbitrary date. Here are five […]

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