Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future.
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One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality
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Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits.
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Financial literacy is crucial, not only for adults but for everyone in the family. When you have a good foundation of financial literacy, you will have a
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You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to
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Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your
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Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial
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As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You
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Our government is debating how it spends our tax dollars; and there appears to be a major disagreement. Will there be another government shutdown? We will know
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Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a
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Most people hate the thought of reading a life insurance policy (or any insurance policy, for that matter). However, if you can find the time and muster the
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You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your
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