by Service2Client | Jul 1, 2021 | Blog, Tip of the Month
Slowly, our world is changing. A percentage of the population has been vaccinated and many employees are headed back to the office. However, this may cause a bit of anxiety – and understandably so. Here are few ways to help take the edge off of returning to the...
by Service2Client | Jun 1, 2021 | Blog, Tip of the Month
Let’s face it. Saving money is a challenge at best – and really hard the rest of the time. But what if you made it a fun game to inspire yourself to save? Here are a few ways to do just that.Keep the Change ChallengeAnytime you receive or find loose change...
by Service2Client | May 1, 2021 | Blog, Tip of the Month
If you’re scratching your head and wondering if we’ve lost our minds, please keep reading. You can do this. All you need to do is plan your steps – and stick to it. After all, Confucius says, “A journey of a thousand miles begins with a single...
by Service2Client | Apr 1, 2021 | Blog, Tip of the Month
What if you could save enough for your child to go to college debt-free? It might sound impossible, but with dedication, hard work, and careful planning, you can do just that. According to Dave Ramsey, American personal finance advisor, here are the top three...
by Service2Client | Mar 1, 2021 | Blog, Tip of the Month
According to the National Bureau of Economic Research, in late spring of 2020 about half of American workers were working from home. Not surprisingly, many researchers believe that this pattern will continue after the pandemic is over. With this in mind, SmartAsset...
by Service2Client | Jan 1, 2021 | Blog, Tip of the Month
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as well. Another benefit is that there are no required minimum distributions (RMDs) throughout the...
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