Articles Archive

 

5 Inspirational Authors to Enjoy This Summer

If you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.

A Starter Guide to Selling Your House

If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.

Are You an Intelligent Investor?

Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.

Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.

Is Now the Time to Buy or Refinance?

With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.

Last-Minute Charitable Giving Opportunities

Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.

Should You Save for Retirement or for a Child’s College Education?

Learn how to balance saving for your retirement and saving for your children’s education.

Solutions for Managing Student Loan Debt

Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.

Tax Season Scam Alert

To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.

Year-End Financial Planning Checklist

With the fourth quarter fast approaching, we’ve assembled a 10-item checklist to help you get your finances in order for 2021.

Your Guide to Medicare Planning

We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.
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