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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Big Retirement Plan Changes Are Coming

Congress has provided a Christmas gift to many Americans who are struggling to save enough money for a comfortable retirement. The week before Christmas, Congress passed a spending bill that includes the most significant changes to retirement plans in more than a decade. These changes were included in the SECURE Act that was passed by […]

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How to Make Holiday Giving a Family Tradition

Here in the midst of the holidays, many people are focused on giving gifts to family members and friends. The season of giving is also a good time to teach children about the importance of philanthropy by making giving a family affair. Philanthropy, or donating money and time to charities, is an excellent way to […]

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