E.g., 04/12/2021
E.g., 04/12/2021
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Many Americans often look forward to receiving a tax refund. But before splurging on a dinner out or a weekend getaway, consider these steps to put your tax refund to work this year, setting yourself and your family up for long-term financial success.
  | Financial Wellness

Strategies to deal with life's surprises

An emergency savings fund isn’t just a little extra money for someday. The savings can be a lifeline when you experience an unplanned life event, such as a job loss, divorce, accident or illness.
Assuming that there is no change in a person's spending or professional income and assuming that they are spending less than they earn and doing something productive with it, then over a long period of time a person's net worth should start to accelerate. But what if it doesn't? Take a look a this case example to learn more.
  | Spending & Budgeting

Revisiting the 50/20/30 Budgeting Rule

In these uncertain financial times, having a budget is the first step to gaining some control over your financial life. Here are some tips about how you can find more money to invest in your future.

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