Deciding When to Retire: When Timing Becomes Critical

Retirement planning involves more than just financial considerations; it’s equally important to prepare emotionally for...

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Understanding Social Security

Approximately 71 million people today receive some form of Social Security benefits, including retirement, disability,...

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Safeguarding Your Credit Card

According to the Federal Trade Commission, credit card fraud was the most common form of identity theft in 2023. Now...

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Tips for First-Time Homebuyers

Buying your first home is an exhilarating journey filled with possibilities, but it can also be difficult without the...

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How Does Inflation Affect You?

Are you saving for retirement? Your children's education? Another long-term goal? If so, you'll want to factor...

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The Basics of Investing

A common piece of advice you’ve probably heard before is to “save and invest.” Saving is easy to understand but what...

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Understanding Risk with Investments

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as...

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Fighting Paper Fraud in Your Business

In an age where the majority of transactions are conducted at the click of a button, it's easy to overlook the...

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Creating a Solid Plan for Your Estate

No matter your life stage or financial situation, preparing your estate is of vital importance. Without proper...

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Income Tax Basis & Estate Planning

Income tax basis is the base figure you use when determining a gain or loss when property is sold for income tax...

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