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Financial Planning

Budget Check Up: Tax Time Is the Right Time

Every year, about 160 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila...
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How to Create a Budget for Your Financial Plan

When it comes to following your financial plan, your budget serves as a roadmap for your spending each month. Building a budget...
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Five Tips to Save for Multiple Financial Goals at Once

Most of us will always have savings goals that compete for priority in our lives. Between home ownership, retirement, student loans, new...
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3 Reasons Why a Roth Conversion is Important for Your Retirement Strategy

There are many strategies to consider when planning for retirement. Everyone’s blueprint may look a little different, but a Roth conversion could...
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Roth vs Traditional Contributions

What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when...
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Get Your Tax Refund Working 24/7

Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift...
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Preparing Financially for Parenthood

When a couple decides to start a family, there are a lot of things to prepare for. In addition to painting the...
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What Your Last Tax Return Can Tell You About Your Finances

Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers...
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Financial Strategies for the New Year

For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the...
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4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...
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