COVID-19 and The Market: What’s Happening? And What Can I Do?
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Basics of Estate Planning
No one can predict the future, but one thing is for sure: If we leave unanswered questions about how to handle our affairs after we pass, life for our loved ones could become much more difficult. That’s why formalizing your wishes in an estate plan is an important aspect of financial planning that shouldn’t wait.…
Read MoreSECURE Act: How Could This New Law Impact Your Retirement Planning?
Rule changes in the Setting Every Community Up for Retirement Enhancement – the SECURE Act – took effect on January 1, 2020. There are various ways these rules could impact your retirement plan. Here’s what you should know: Changes in the timing of contributions and distributions Two of the most important changes create the potential…
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5 Reasons To Get A Jump On Filing Your Taxes
Filing your income tax return is an easy task to put off until a later time. If you are like most people, you often wait until just before the April 15 deadline to get the job done. This year, considering giving yourself a head start. Here are five ways getting a jump on tax filing…
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Is Pet Insurance Worth It?
If you have a pet, you know the costs of keeping them healthy can add up quickly. From annual vet visits, to medication to special diets, pet ownership often includes a variety of expenses. Plus, you never know when they may need emergency care, surgery, or other expensive treatment. You may wonder, is pet insurance…
Read MoreFive Money Myths to Ignore
When it comes to personal finance, what works for one person doesn’t necessarily work for another. That’s why money misconceptions can be so dangerous. Here are four common money myths you may have heard – and perhaps even believe – that need to be put to rest. Myth #1: All Debt is Bad Reality: Few…
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