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Tips for Organizing Your Financial Documents

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents, service records, and paid bills in a format that will allow you to easily access information when you need it. What steps can you take now to organize your financial documents for 2022 and beyond? Clean and Evaluate If your financial files look more like a
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Five Wealth-Building New Year's Resolutions

At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial independence and work toward building wealth. Review Subscription Services The number of people who have cut the cord of cable in favor of subscription streaming options has tripled in the last seven years. But while these streaming services may seem less costly th
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A Season of Giving: 5 Different Ways To Give During the Holidays

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Here are some different ways to give back to others in a major way this holiday season.
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Preparing for Year-End & The 2021/2022 Tax Season

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready.
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Are You Maximizing 401(k) Contributions?

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To combat this financial challenge, many small businesses have adopted the corporate approach to 401(k) matching.
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Your 2021 Year-End Planning Checklist

It may be easy to forget we're nearing the end of the year. Even during the busy end-of-year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline your 2022 budget?
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What You Need to Know About Medicare Advantage Plans

If your 65th birthday is coming up—or if you're receiving Social Security Disability payments and are about to qualify for Medicare before age 65—you may be wondering exactly what comes next.
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Understanding the Estate Planning Process

It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.”
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Jump-Starting the LTC Conversation

Talking about long-term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive function, and religious beliefs. If you don’t know how to break the ice, consider the following strategies to jump-start the LTC conversation. Ask open-ended questions to open up the lines of conversation: How are you doing? Is there anything you need?
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3 Tips to Manage Year-End Tax Liability

With the end of the tax year fast approaching, you may want to find ways to minimize your tax liability. Implementing one or more of the simple strategies discussed below may allow you to hold on to more of your earnings, potentially grow your wealth, and help lessen the taxes owed on your annual return.
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New Global Tax Accord Takes Shape

After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide gross domestic product (GDP) and including the Group of 20 (G20) large economies...
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Should You Be Concerned About Inflation?

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade.
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Saving for College

There's no denying the benefits of a college education: the ability to compete in today's job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it?
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Maximize Your Summer Fun With These Ideas

As temperatures start to heat up and the days get longer, summer fun can kick into gear. Looking for things to do this summer? Then, check out this list of fun and relaxing summertime ideas.
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When to Call Me -Times to Call your Financial Advisor

I have put together a list of times when you should call me, so that I can help you as much as possible. Here are the times I want you to reach out to me before these things happen.
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Key Benefits of a Financial Professional

Whether you've been wondering about boosting your investment rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial professional. Financial professionals help their clients create strategies to develop their wealth, from optimizing their taxes to setting retirement savings goals. But how do you know whether it's time for you to seek professional financial guidance? Learn more.
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