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50/30/20 Rule

The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that’s easy and effective. It offers guidelines for enj...

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Feb Blog

How to give yourself a beginning-of-the-year financial review?

Q: Giving yourself a beginning-of-the-year financial review to see where your finances stand. Where do you begin? A: Giving yourself a beginning-of-th...

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Why Should You Start Saving For Christmas Now?

Hopefully you’ve survived the holidays, reading about next year’s holiday season is probably the last thing you want to do. But the sooner you s...

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Social Security Rules to Know by Heart

Whether or not your Social Security benefit will be a major or minor source of your retirement income, it’s important to know the basics of the system...

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