Category: Blog Posts

Traditional vs. Roth IRA — Which Type of IRA Should You Choose?

IRAs are a great tool for helping ensure a financially secure retirement. Even though many people participate in a retirement plan at work, like a 401(k) or 403(b) plan, IRAs still remain popular — especially among people who don’t have access to an employer-sponsored plan. Differences Between Types of IRAs Before opening an IRA, though, […]

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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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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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Six Tax Tips for Freelancers and the Self-Employed

As the so-called “gig economy” has grown, so have the number of people who earn their living as freelancers, sole proprietors and independent contractors. According to a recent study published by the IRS, the number of individuals who reported self-employment income on their tax returns increased by 2.7 million between 2006 and 2016, rising from […]

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8 Tips for Secure and Successful Cyber Monday Shopping

As online shopping has grown more popular, retailers have added another unofficial shopping holiday to the calendar. In addition to the Friday after Thanksgiving, otherwise known as Black Friday, there’s now Cyber Monday. This is the Monday after Thanksgiving when online retailers offer great deals that are similar to the Black Friday “doorbusters.”  If you’re […]

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