Personal Finance

Thursday, February 23, 2017

Find a Penny, Save It Up

When the economy is turbulent and the costs of the items you buy every day are rising, it may seem impossible to save more for your long-term goals. Yet making a few changes to your daily routine may help you uncover some money you could start saving instead of spending. Saving just a little more now could make a big difference over time.

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The Spending Plan (Budget)

Your spending plan is a tool to help you achieve financial goals that otherwise might seem impossible to reach.

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Points to Consider When Setting a Retirement Savings Goal

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.

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Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren't created equal.

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Tuesday, January 24, 2017

Look Out For These Top Tax Scams When Filing Your Taxes

Each year the IRS produces a list of Top Tax Scams. Since many of these con games peak during filing season as people prepare their tax returns or hire someone to do so, it’s a good time to become aware of common scams and how to protect yourself.

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Friday, January 20, 2017

Tax Law Changes on the Horizon for 2017

Senior Estate Planner, Mike Repak, discusses the likelihood and potential impact of significant changes from the new presidential administration.

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Friday, December 9, 2016

Financial Planning Issues for New Parents

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'll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child's future with a well-thought-out estate plan, and determine how having a child will affect your income taxes.

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