Is a Reverse Mortgage Right for You?
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally...
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Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support...
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Investing 101
If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself...
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Passive Income Investments: How to Make Your Money Work for You
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other...
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Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring...
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AICPA Highlights 5 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
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Why Diversifying Your Portfolio is Important
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is...
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Why Should I Think About Retirement Planning?
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is...
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The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Investment Tips for All Seasons
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious...
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How to Look for Investing Opportunities during the COVID-19 Crisis
Intro With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between...
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