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College Savings Plans: Breaking Down the Complexities

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College Savings Plans: Breaking Down the Complexities

The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as buying a home, having a wedding, or starting a family.

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Be Prepared: 7 Estate Planning Tips

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Be Prepared: 7 Estate Planning Tips

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. Due to the complex and emotional nature of estate planning, many people avoid creating or updating their estate plan.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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5 Financial Wellness Tips for the Sandwich Generation

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5 Financial Wellness Tips for the Sandwich Generation

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of resilience and patience, so this article will provide tips on how to better manage your day-to-day responsibilities.

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8 Simple Tips for Organizing Your Finances

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8 Simple Tips for Organizing Your Finances

Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Changing Jobs? Don’t Forget Your Retirement Account

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Changing Jobs? Don’t Forget Your Retirement Account

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are advantages of taking your old retirement plan with you when you leave.

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Should you invest in a Roth or Traditional IRA?

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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