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10 Terms Every Investor Should Know
If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.
Read MoreBack to Basics: Disability Insurance
Nobody likes to imagine the worst, but what would happen if you become disabled and can no longer work? For most people, this could mean they no longer have a source of income. Moreover, their ability to provide for themselves or their ...
Read MoreDisability Insurance Topics for 2023
The disability insurance landscape has experienced drastic changes in the last few years. The changes have led to new opportunities, as well as challenges for insurers. As the industry evolves, some issues will dominate the conversation...
Read MoreEstablishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, establishing a budget may help you keep track of how you spend your money and help you reach your financial goals.
Read MoreMental Health and Disability Insurance
As of 2021, over 55 million Americans were living with a mental health condition, according to the National Institute of Mental Health (NIMH). While mental health and disability are closely linked, disability insurance doesn't typically...
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Take Advantage of ‘529’ Day
529 Plans account for more than 30% of all education savings plans and are the most popular of their kind. 529 Plans can be used to finance higher education expenses such as tuition, fees, and room & board for post-secondary education.
Read MoreBack to Basics: Know Your Paycheck
There are many decisions and choices that need to be made when starting a new job. One of the most important is to know your paycheck. This includes understanding the taxes taken out, contributions that can be made and other factors...
Read MoreFinancial Literacy Month Theme: It’s Never Too Late…
We celebrate Financial Literacy Month with our theme for 2023: It's Never Too Late. Check out how not giving up can lead to some wonderful things.It’s Never Too Late…To Learn About Your FinancesIncome brings money into your...
Read MoreFinancial Literacy for Small Businesses
According to the SBA (Small Business Administration), there are over 33 million small businesses in the United States. Out of this, almost 1 million start-ups close annually. The primary reason for their failure is poor financial...
Read MorePeer-to-Peer (P2P) Payments and Taxes
According to Statista, direct payments through apps account for more than 45% of the total peer-to-peer (P2P) payments market. Despite the growth, most people don't understand the tax implications of these payments.
Read MorePlanning for a Smaller Tax Refund
The tax refund increased by over 15% in 2022 from the 2021 average. Many families rely on this refund each year for their financial situation. However, those same families may now find that the size of their refund is not as large as...
Read MoreSurviving a Banking Crisis
The recent news of the banking crisis affecting SVB, Signature Bank, Silvergate Capital Corp., and Credit Suisse has dominated the headlines. Banking crises have been going on since the dawn of modern banking and continue to remain a...
Read MoreBack to Basics: Estate Planning
Estate planning is an integral component of any good financial plan. Without this planning, you can leave your loved ones without the resources they need to take care of themselves or their family in case something unexpected happens.
Read MoreEverything You Should Know About Bear Markets
Just like the dawning of a new day is unavoidable, so is the onset of a bear market. Most investors dread the idea of a bear market, as it often signifies a downward trend in the stock market which can spell disaster for their investments.
Read MoreInternational Women’s Day 2023
Every March 8th, the world celebrates International Women’s Day. Celebrations and themes differ between organizations, but the message is always the same. All people, from all walks of life, will take the time to honor the women in their...
Read MoreInvesting 101: How to Access Company Earnings Report
Understanding a company's financial performance is essential for informed investment decisions. To do so, investors need to access and analyze the company earnings report. But what is an earnings report, and what kind of information can ...
Read MoreInvesting 101: The Differences Between Stocks and Bonds
Stocks and bonds are two important components of financial portfolios. They both represent different types of investments, and understanding their differences is essential to making informed investment decisions.
Read MoreThe Importance of Building a Financial Emergency Plan
As Dave Ramsey puts it, "There's always something coming in a few months that will cost money. So be prepared." Creating a financial emergency plan is essential for any individual or family.
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