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Your one-stop resource for everything related to your financial well-being. 


Recent Posts

Why Estate Planning is a Must-Have Conversation

While it can be an uncomfortable conversation to have, talking with your loved ones about the importance of estate planning should be on your 2016 financial to-do list. No matter the size of their portfolio, your loved ones should have a hand in deciding what happens to their assets, if they fall ill or inevitably die. It may be an uncomfortable conversation, but it’s much less stressful than playing the “guessing game” while your family deals with the grief of loss.   

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Tax Credits and Deductions Available to Parents

It's tax time, the IRS's favorite time of year. With the average American worker paying $8,196 in income tax each year, it's smart to check all the deductions and credits you're entitled to, so you can save as many of your hard-earned dollars as possible. If you're a parent, the IRS offers a number of deductions related to your children and expenses you pay on their behalf.

Here is a list of the ways your kids might save you some cash as you file your taxes this spring.

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The 3 Best and Worst Ways to Set Financial Goals as New Year's Resolutions

It’s the start of the New Year, and that means we’re making resolutions – again. As resolutions go, they start out with the best of intentions, but many are eventually broken. Why do they bomb? Probably because they are bad resolutions to begin with.

For instance, when it comes to financial goals, the top three promises that carry over year after year include: paying off debt, saving more money, and spending less. Vague goals such as these lack benchmarks or milestones and are way too easy to ignore. Instead, set goals that are specific and measurable. Need some examples? Here are three new year resolutions and both the good—and the bad—way to set them. 

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How Does Your Credit Stack Up? [Infographic]

When it comes to your credit score, there is a lot of information to digest. How do you build credit? What factors impact your score? What's considered a "good" score by lenders and creditors? And, as you probably already know, your credit, or lackthereof, can impact your financial well-being in many ways, including your access to credit for major purchases such as a car or home, and interest rates on credit cards and other financed purchases.

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Your Year-End Financial To-Do List

Can you believe that 2016 is right around the corner? It seems like just yesterday we were ringing in 2015, yet here we are saying goodbye to another year and welcoming a new one. Like most people, you're probably already making plans and jotting down goals for all of the things you'd like to achieve in 2016, but before we start diving into next year, let's go over a few things that you should consider doing before this year comes to a close.

December is no doubt one of the busiest months of the year with a blur of holiday parties, dinners, and gift shopping, but carving some time out to take care of pressing financial-related tasks will put you on the right path for a financially sound 2016. 

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5 Ways to Make Your Financial New Year's Resolutions Stick

It’s been more than 30 days since we welcomed 2015 with celebrations, a day off from work, and anticipation. For many of us, it’s also been more than a month since we made those proverbial resolutions such as losing weight, learning something new, or saving more money.

Sadly, statistics have shown that very few will actually be successful in reaching those goals. When it comes to setting financial goals, they shouldn’t be taken lightly—it's your future you’re dealing with. If you’ve already placed them on the backburner, don’t throw in the towel just yet.

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4 Ways to Save Money and Reach Financial Stability

There are two kinds of people in the world: those who like to save money and those who enjoy spending it. If you're the type of person who likes to save money, bravo; if you like to spend it—good. But, if you like to spend frivolously, perhaps you could benefit from reading this post.

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Get Your Credit Score Back on Track in 4 Easy Steps

Do you remember when you turned 18? You may have enrolled in college or joined the workforce. Undoubtedly, you were faced with the decision whether or not to open a line of credit. It's no surprise; credit offers are everywhere, and it's difficult to escape them.

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The 6 Characteristics of Great Financial Advisors

Everyone wants peace of mind knowing that their money is being handled properly. Financial advisors play an important role in helping you make the right investment decisions.

There are many different types of financial advisors available to help you with your financial planning including Estate Planners, Registered Investment Advisers, Accountants, Certified Financial Planners, and Insurance Agents. The type of advice that you are seeking will determine what type of advisor is the right match for you since they all provide a different set of expertise.

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Survival Tips For Combining Finances After Marriage

​​​For many people, the day they get married is one of the happiest days of their lives. The dress, the reception, being surrounded by family and friends, and vowing to spend the rest of your life with someone you love—it's a happy day, indeed! However, once the wedding bells stop ringing and the honeymoon ends, sometimes one of the first hiccups in a new marriage can be combining finances. 

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