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Jul 29, 2019

Travel Insurance to the Rescue!

Many of us have likely turned down the travel insurance offered while booking a flight to our vacation destination. But perhaps we shouldn’t. Travel insurance can be a lifesaver when it comes to the unexpected, especially while traveling abroad. Unsure if travel insurance would be worth your money? We’ve outlined how to determine if the cost is worth it for you.

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Jul 29, 2019

4 Tips for Investing in your 40s

Making the correct financial decisions in your 40s can have important ramifications on the success of your long-term and retirement plans.

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Jul 25, 2019

Make Your HSA an IRA on Steroids

What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k), IRA, or even a Roth IRA!

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Jul 22, 2019

Will “WeWork” Work in your Portfolio?

WeWork (now The We Company) is planning for its IPO either later this year or early in 2020. Is WeWork stock a good fit for your portfolio? While it’s still a bit too early to tell if WeWork will be a good buy, we’ve outlined potential issues to be aware of before you decide to buy.

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Jul 15, 2019

Guide to Leaving a Legacy

Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.

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Jul 11, 2019

What are HSAs and FSAs?

Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the differences between the two medical savings accounts. While both can be offered by employers in conjunction with a health insurance plan, the two accounts have some marked differences. Read on for the details.

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Jul 11, 2019

Time to Refinance Your Mortgage?

Mortgage rates are at historically low levels, and many are refinancing to take advantage of this. How do you know if refinancing makes sense for you? You’ll need to consider three things – closing costs, the interest rate differential, and how long you plan to stay in your home. We explain all three in detail so you can make the right decision for your situation.

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Jul 1, 2019

Are You Financially Set for Semi-Retirement?

Not all retirements are created equal – in fact, a 2018 study indicates that 72 percent of today’s workers are looking forward to semi-retirement rather than leaving the workplace altogether. What are the advantages and disadvantages of semi-retirement, and how do you prepare for it in your financial plan? We have the details to help you decide if semi-retirement might be the right choice for you.

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Jul 1, 2019

Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!

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Jun 24, 2019

Timber Investing: A Valid Long-Term Growth Strategy?

Looking for a way to diversity your portfolio from traditional stocks and fixed-income investments? An investment in timber might be a good opportunity for you. We’ve explored the options for investing in timber and detailed the pros and cons of both options. Read on for the details.

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Jun 17, 2019

Are You Sacrificing Your Retirement for Your Adult Kids?

Any parent knows how difficult it can be to watch your children struggle, and the urge to step in and help out financially can be a strong one. But it turns out you could be doing more harm than good, especially when it comes to your own finances. Be sure you’re funding your own needs, such as retirement and savings accounts, before you open your wallet to your children.

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Jun 13, 2019

Pay Off Your Mortgage or Invest the Extra Cash?

Paying off your mortgage can be a very attractive option when you find yourself with extra money. Not so fast, though! Is paying that mortgage off really your best financial option? While being mortgage-free can definitely be a good thing, you should be sure it doesn’t make more sense to invest that money. We’ll walk you through what you should be thinking about to make the best decision for your situation.