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        1,693 results found

        1. 7 Tips for Making Financial Resolutions Last
          Make your financial resolutions last with 7 key tips. Learn to set goals, prioritize, use financial apps, automate savings, and adjust plan.
        2. Are You Making the Most of Your HSA?
          A health savings account, or HSA, is one of the most flexible and valuable savings accounts available to U. S. citizens. Used properly, an HSA can save you a lot of money on taxes and ensure you're prepared to handle an emergency medical bill or medical expenses in retirement. Unfortunately, the vast majority of people
        3. How small businesses can help employees prepare for retirement
          Employees' retirement plans took a hit as the pandemic forced workers to focus on immediate financial concerns rather than long-term savings, but for
        4. 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
        5. Does a HELOC Make Sense for You?
          A Home Equity Line of Credit, commonly known as a HELOC, can be a savvy financial tool when used wisely.
        6. How a 'Near Zero' Interest Rate Affects Your Money
          The Federal Reserve announced on Sunday that it would cut interest rates to near zero, with the benchmark for consumer interest rates to drop to between 0% and 0.25%.
        7. By April 10th of this year, a third of Americans had blown through their emergency funds, according to a survey conducted by By April 10th of this year, a third of Americans had blown through their emergency funds, according to a survey conducted by NerdWallet. Millennials are leading the way, with 45 percent of that generation saying their personal backup rescue funds were now depleted. The global health crisis has shaken large and small ec
      • Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
        As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
      • 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
      • 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