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      1,474 results found

      1. 3 Steps to Choosing a Health Insurance Plan for 2024
        Health insurance is one of those things you should really never go without. All it takes is a single emergency room trip
      2. What New Grads Should Know About Money
        One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
      3. SECURE Act: How it Can Affect Your Estate Planning
        When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
      4. How to Build a $2,500 Emergency Fund by 2025
        Having money set aside for emergencies can give you peace of mind. Follow these steps to build a $2,500 emergency fund in just a few months
      5. 7 Ways To Make The Best Use Of Your Tax Refund
        Did you get a tax refund for 2021? The average is about $3,000 this year.
      6. 4 ways to hit your family savings goals in 2025
        There isn't a single perfect way to approach saving money. Read on for some tips to get started on reaching your family savings goals this year
      7. Financial Tips for Your Adult Children
        As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
      8. Choosing a Bank
        Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
      9. Healthcare Costs Are Going Up: Here's How to Manage Them
        Healthcare has long been a major expense for Americans, and that extends to people with insurance.
      10. 4 Tips for Planning for Financial Emergencies
        You never know when something might happen or how much it will cost. Here are some tips to help you prepare financially for the unexpected