RESOURCES
What Are the 30 Essential Documents Needed for Estate Planning?
We know that estate planning is a delicate process – it can be slightly uncomfortable for you, and it can be even more uncomfortable for your family members who aren’t ready for...
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...
3 Things Stay-at-Home Moms Can Do to Be Financially Independent
Financial independence is hard enough for single people without children – achieving financial freedom as a stay-at-home mom is exponentially more difficult. Your income options...
Long-Term Care Insurance Is Tax Deductible – But Are You Actually Qualified?
Long-term care and assisted living facilities can be incredibly expensive, but long-term care insurance policies are available to help manage any unexpected medical costs. In...
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?
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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Categories
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...
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...
What Are the 30 Essential Documents Needed for Estate Planning?
We know that estate planning is a delicate process – it can be slightly uncomfortable for you, and it can be even more uncomfortable for your family members who aren’t ready for such a difficult conversation. Fortunately, you can make that conversation easier if you...
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...