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Friday, June 17, 2022

A regular program of disciplined financial practices can help you in the long-runMany people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program...

Tuesday, June 7, 2022

Environmental, Social and Governance Investing BasicsResponsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and...

Wednesday, May 25, 2022

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert EinsteinThe S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge rally late to avoid closing...

Thursday, May 19, 2022

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

Wednesday, May 4, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business...

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Monday, April 18, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social...

Monday, April 4, 2022

Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...

Sunday, February 20, 2022

In the U.S., the third Monday of each February marks President's Day—a holiday that's often marked with mattress and furniture sales and discounts on new cars. But aside from these budget-friendly purchasing opportunities, there...

Wednesday, February 9, 2022

As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers could apply their...

Wednesday, February 9, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Tuesday, February 8, 2022

Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts exchanged on that day, why not consider a gift that may...

Tuesday, February 1, 2022

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too...

Tuesday, January 25, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Friday, January 21, 2022

The thought of putting thousands of dollars into a down payment for a home might bring out a lot of emotions: fear, dread, anxiety. Does any of that ring a bell?Saving for a down payment is no easy task, but it is totally achievable...

Tuesday, January 11, 2022

The first step to improving your finances is to get organized.These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access when...

Saturday, September 4, 2021

The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...

Monday, August 16, 2021

What Can A Financial Professional Do for Non-Profits? As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a...

Tuesday, August 3, 2021

History of the Coast Guard The United States Coast Guard has been an integral part of safety and security in the United States, going as far back as 1790. They are a distinct branch of the military that is comprised of more than 50,000...

Thursday, July 29, 2021

Changes to Medicare in 2021: What Recipients Should Know For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have...

Thursday, July 22, 2021

The Crazy Cost of the Olympic Games Since the first modern Olympic games in 1896, the competition has been a prestigious honor for the hosting country, but also a significant economic and structural undertaking. Billions of dollars are...

Saturday, July 3, 2021

Unique Monuments to Visit This Fourth of July Monuments mark an important part of America’s historic past, and there are currently over 100 national monuments across the nation—all worth visiting multiple times over. This...

Friday, July 2, 2021

Green in the City: America’s Best Urban Parks From the Belvedere Castle in Central Park to the herds of roaming buffalo in Golden Gate Park, the US has no shortage of beautiful green spaces in its cities. You might not think of...

Sunday, June 27, 2021

Insurance Awareness Day

Saturday, June 26, 2021

FAFSA Deadline

Monday, June 14, 2021

Donor-Advised Funds: A Solution to Gifting with Tax Benefits Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many...

Saturday, June 5, 2021

College Awards Season is Here! Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become...