View of person on laptop working on taxes representing the need for top tax tips.

Top Tax Tips 

Taxes can be a confusing and overwhelming aspect of personal or business finance. However, by following our top tax tips, you can make informed tax decisions and achieve your financial goals. First decide if you can reduce your tax burden by taking advantage of tax credits, tax deductions, contributing to retirement accounts, or donating to …

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The Annuity Insider: Navigating the Complex World of Retirement Income 

What is an Annuity?  An annuity is a financial contract between an individual and an insurance company, in which the individual makes a lump sum payment or series of payments to the company, and in return, the company agrees to make regular payments to the individual, typically starting later in their life.  There are two …

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Life Insurance 101

What Are Life Insurance Policies?  Life insurance policies can help provide financial protection to loved ones in the event of someone’s passing. The benefit can go to one or multiple individuals, depending on the person who was insured and who was listed as the beneficiary.   Understanding how these policies work has always confused many people. …

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Tips on How To Invest

Investing is one of the most dependable ways to build long-term financial freedom. While it may seem like an intimidating endeavor, learning how to invest doesn’t mean you have to be a financial expert. You can do many simple things to ensure you get started with investing your money properly.  Whether you’re already in your …

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The Importance of Estate Planning for Families

Raising a young family can feel overwhelming with endless short-term responsibilities that may distract a lot of parents from planning for the future. One critical aspect that is often overlooked within working-class households is the importance of estate planning for your family’s financial security. Having this important document gives instructions on how you want your …

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