What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Contribution limits, phase outs, distribution rules: learn how to speak the language of retirement.
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Traditional vs. Roth IRA
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
