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5 Financial Tips for Retirees

5 Financial Tips for Retirees

We all have unique plans for how we’d like to spend our golden years. One thing most people don’t want to think about is their finances. After all, that’s what you did all that planning for, right?

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Is a Roth IRA Right for You?

Is a Roth IRA Right for You?

Most people are familiar with traditional IRAs. There’s a good chance you’re already using one to plan for retirement. While there’s a lot to be gained by using the...

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How Can a 529 College Savings Plan Actually Benefit You?

How Can a 529 College Savings Plan Actually Benefit You?

We understand that saving for your child’s college education is a daunting task – it seems far enough away that it’s not real, yet time flies while you’re raising a family. Investing seems like something you can worry about later. The truth is that you want to start...

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ETF vs Mutual Fund: Which One Should You Choose?

ETF vs Mutual Fund: Which One Should You Choose?

You worked hard for your money and you want it to work hard for you. You know you need to invest it wisely but figuring out the right investment tool can be overwhelming – there are dozens of options and knowing where to start is tough. When you want convenience and...

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Do You Actually Need an Earned Income Tax Credit?

Do You Actually Need an Earned Income Tax Credit?

Filing your taxes is probably the least exciting thing you can do in the new decade. However, if you meet certain qualifications and income limits, you may be eligible for the earned income tax credit – which means you may be qualified for a tax refund. The earned...

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