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older woman looking at paperwork while incapacitated husband is in hospital bed

03.20.20

Preparing for incapacity

What should one do after an unfortunate medical diagnosis suggesting that he or she will lose mental and physical abilities in the near term? Areas that need addressing are
man cheering as he sees his tax refund

03.11.20

Seven ways to get the most from your tax refund

Saving money is a lot like exercising. You know you should do it, but you just don’t want to. As tax season approaches, a refund is a great opportunity to better position yourself for financial fitness
spherical coronavirus mass with protruding spikes next to declining economic chart

03.03.20

Coronavirus Market and Economic Impact

Markets across the globe and in the United States continue to react with volatility as fears of the novel coronavirus escalate. But while the virus may cause short-term uncertainty, investors should remain focused
celebratory rice being tossed at young happy couple dressed in wedding attire

03.02.20

How much a wedding really costs

Turns out that you can put a price tag on “I do.” And it’s a steep one — at least according to The Knot’s 2018 Real Weddings Study. The national average cost of a wedding in the U.S. is
illustration of a pair of glasses, social security cards and the words protect your identity

02.24.20

Six steps to protect yourself from identity theft

The odds of having your identity stolen are staggering. According to research conducted by Javelin Strategy & Research, nearly 7 percent of U.S. adults became victims of identity theft in 2017 — around one in every 15 people.
young woman at home balancing her budget

02.18.20

Four steps to budget like a pro

Budgeting is a vital component of building and maintaining financial stability. For a lot of people though, it can seem like a chore — one too daunting even to try.
tab of a folder in a file cabinet that reads Taxes

02.11.20

An estate tax story

When Anna Smith died in 1991, some 28 years ago, her estate’s main asset was a trust that she had created. The trust held 9,994 shares of stock in State Line Hotel, Inc., a Las Vegas hotel and casino, valued at $11,508,400.
woman with broken leg sitting on couch looking at phone

02.06.20

Everything you need to know about emergency funds

Having a healthy emergency fund in place is a critical component to achieving and maintaining financial stability. Unfortunately, things happen, like medical emergencies and job loss.

01.31.20

The Big Game Predictor, go 49ers?

It may sound as unbelievable as Punxsutawney Phil predicting an early spring, but the outcome of the Super Bowl forecasts the stock market’s direction for the year ahead.
Washington's face on a dollar bill next to a paper showing a rate that is dropping

01.21.20

Careful - that stock might not be what you think it is

A new study suggests “investor confusion” may be responsible for about 5 percent of trading. The confusion comes from ticker symbols that are very similar, leading to execution errors.
two business people shaking hands

01.08.20

How to negotiate a higher salary

You’ve interviewed for a new job, and now it’s time to talk money. While it may seem daunting, negotiating salary is a pivotal step in the interview process. It’s your chance to get the pay you deserve and set your financial trajectory for years to come.
mobile phone displaying person's credit score

01.01.20

What Your Credit Score Really Means

Ever wonder how important your credit score is? Well, that three-digit number has a lot of power. It can make or break your ability to receive a loan, a credit card, affordable car insurance and even rent an apartment.
computer screen showing stock prices and movement

12.27.19

Investment Outlook

Here’s an interesting nugget that was buried on page R5 of the October 1, 2019, Wall Street Journal: If you invested just $1,000 in the S&P 500 index on January 1, 1970, today you would have $138,908.
young homeowners renovating their home

12.20.19

The Ins and Outs of a Cash-out Refinance

Maybe you want to renovate your bathroom or pay down some high-interest debt but you’re having trouble building up the amount of money you need to make it happen.
hands holding a heart shaped object

12.11.19

Don’t Get Duped: How to Avoid Charity Fraud

Americans are generous. Collectively, they gave a record $427.71 billion to U.S. charities in 2018, but those charitable instincts are increasingly being exploited by scam groups masquerading as legitimate philanthropic organizations.
Smiling man with a papers in hand on phone

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