Financial advice

How Can I Reduce My Taxable Income?
From business expenses to savings contributions and charitable donations, your strategic financial planning throughout the year can help you save money when tax season rolls around. Continue reading

How Do I Claim the Most Common Tax Deductions?
Taxes can be daunting, but the basics are simple! Understanding what deductions are, how to know whether or not to itemize your deductions, and when to consult an expert are keys to tax success. Continue reading

How Do We Plan for Retirement as a Couple?
Planning for retirement as a couple is like designing your dream vacation but instead of just packing your bags, you’re preparing for decades of financial freedom. A little strategy and a lot of communication will set you up for success. Continue reading

Fraud-Defender: Safeguarding Your Identity
Learn more about Fraud-Defender, a fully managed identity theft monitoring and recovery program. Continue reading

Retirement Accounts 101: The Basics on What You Need
If you don’t have an employer-sponsored retirement plan, it’s time to look at IRAs. IRA stands for Individual Retirement Account, and there are four different types — all of which fall under the heading of ‘self-directed’ retirement plans Continue reading

How to Rebuild Credit Score Fast After a Financial Setback
The journey to rebuilding your credit can seem daunting, but getting back to a score you can be proud of can be done. Continue reading
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