What Should You Do with Your Tax Refund?
It’s almost that time of year when many people start receiving their tax refunds. If you get one, what will you do with it?
What Should You Do with Your Tax Refund? Read MorePersonal Finance
Dealing with Unreasonable Loan Conditions: A Borrower’s Guide
Borrowing money is often a necessary but fraught endeavor. It can be the much-needed financial lifeline or the quicksand dragging you further into a pit of debt. In rare and …
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Smart Giving: Strategies for Philanthropy on a Tight Budget
In a world where headlines often glorify million-dollar donations from wealthy individuals, the seasoned philanthropist may seem to hold a monopoly on giving. But let’s shatter that myth. Philanthropy isn’t …
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How Will Higher Rates Affect You?
As you know, interest rates have risen considerably over the past couple of years. But what does this mean to you, as a consumer and as an investor?
How Will Higher Rates Affect You? Read More
Why See a Financial Advisor?
Investing for your future is important — but it can be challenging. How can you navigate the complexities of the financial markets and make the right decisions for your situation? …
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Benefits of Fixed-Income Investments
When many people think about investing, the first thing that comes to mind is the stock market. And that’s not surprising, as the rise and fall of stock prices is …
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Treasury Bonds: Still Safe for Investors
You may have read reports about an impending “debt crisis” in the U.S. Should you be worried about investing in Treasury securities?
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Frugal Living: Simple Ways to Save Money Every Day
In the bustling world of modern finance, the art of frugality often gets overlooked. However, frugal living is not about penny-pinching misery; it’s about smart money management and making your …
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Consider a Family Meeting to Discuss Estate Plans
At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting.
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How Are Your Investments Taxed?
As we begin the new year, you may be receiving various tax statements from your financial services provider — so it’s a good time to consider how your investments are …
How Are Your Investments Taxed? Read More