Income Tax 101

by Rachael McGrew on
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A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning.

Why do People Invest in Stocks?

by Rachael McGrew on
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If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the entire process.

Keeping your Personal Finances in Shape

by Rachel McGrew on
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While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees...

Life Insurance Options

by Rachel McGrew on
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When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in...

Social Security Facts for 2019

by Rachel McGrew on
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As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also...

What You Should Know About Certified Financial Planners

by Rachel McGrew on
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CERTIFIED FINANCIAL PLANNERS™™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that CERTIFIED FINANCIAL PLANNERS™ are mandated to act as a fiduciary, meaning that they are required to put their client’s...

Why Financial Literacy is Important

by Rachel McGrew on
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Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

What Are Your Planned Giving Options?

by Rachel McGrew on
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Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

While consulting with your tax or financial advisor is...

Video: How to Pay Off Your Debt

by Rachel McGrew on
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This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from...

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