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Investing vs. Paying Off Debt

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The debt dilemma The process for eliminating debt is anything but an easy-to- solve financial equation. Many people wonder if they should pay off their debt as quickly as possible or invest their money, letting debt payments run their course. The answer depends on whom you ask. Theories about balancing investing with debt vary widely.…

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10 reasons why beneficiary designations are important

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Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry. We often complete these designations without giving it much thought, but they’re actually important and deserve careful attention.…

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Are you prepared to handle a personal financial crisis?

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Individuals who are married or in a committed relationship face the possibility they’ll end up managing finances alone at some point in their lives. Unfortunately, the first time many experience handling complicated financial matters alone is during a personal crisis following the death or divorce of a spouse or partner.  We’ve prepared a list of…

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Looking to ease college tuition anxiety?

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Did you realize that, according to the College Board, more than $240 billion in grants from all sources (federal loans, federal work-study, and federal tax credits and deductions) was awarded to undergraduate and graduate students in the 2015-2016 academic year?  And that those students came from households spanning a wide range of household incomes?  During…

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Retirement accounts take good planning

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The popularity and accessibility of retirement plans has resulted in Americans holding a significant portion of their assets in 401(k)s or other employer-sponsored retirement plans and IRAs.   For many, these accounts represent the largest portion of their wealth outside of their homes.  If you’re like the majority of individuals you will likely need income…

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