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        1,601 results found

        1. Five Tips for Becoming a Financially Successful Couple
          Having helped hundreds of couples retire, while also recently celebrating five years of marriage, we’ve learned a thing or two about navigating
        2. 8 Steps To Take If You Lose Your Job Because Of Coronavirus
          These are crazy times that we are living in as the current epidemic is shaking the world. We’ve now seen jobless claims top 30 million over the last six weeks – many of them due to the novel coronavirus. In case you’re keeping track, that’s more layoffs than jobs created since the Great Recession. Perhaps you’re newly
        3. 5 smart pieces of money advice financial planners will tell you for free
          If there's anyone you should turn to for honest and objective money advice, it's a financial planner. Certified financial planners have a fiduciary
        4. Bucket Budgeting: An Easy Way To Manage Cash Flow
          Like dieting or exercise, budgeting requires consistency to produce results. But budgeting can be difficult to make into a habit, as it can feel
        5. A good credit score matters. Here’s how to build and improve yours
          Thanks to record-high inflation and rising interest rates, it’s becoming tougher to keep debt at reasonable levels and maintain good credit. In fact,
        6. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
          What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
        7. 2 Ways The 199A Deduction Has Changed Retirement Planning
          Small business owners and self-employed folks doing their 2018 taxes could be in for a surprise: the new tax law may have changed the way they should use retirement accounts.
        8. 3 habits to start now to build wealth for a lifetime, according to a financial planner
          Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
        9. Breaking Down The Basics Of HSAs
          HSA (Health Savings Accounts) can be a tax-efficient way to save for future health care expenditures Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified
        10. Retirement Income Planning: How to Maximize Your Savings & Minimize Taxes
          Having enough money to live comfortably during retirement can be a challenge. This article offers tips on how to build a drawdown plan to ensure your money will last