Key Takeaways The end of the year is a good time to think about long-term financial goals and get your taxes in order Consider increasing 401(k) contributions and other simple year-end tax strategies If you make a charitable donation before December 31, you may be able to write it off on your 2021 taxes. Year-end […]

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Key Takeaways Start a retirement budget by listing mandatory expenses Aim to have your retirement income exceed all the costs in your plan  Develop a healthy emergency fund for additional confidence  Planning ahead for your retirement years can provide additional confidence and financial security. And with increased life expectancy, a retirement budget can take into […]

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Key Takeaways Be a role model when it comes to teaching kids about money Have financial decision-making discussions with children Kids should understand how to save, maintain good credit, and be mindful of spending money Teaching kids about money is one of the best educational foundations parents can provide. And if you’re a money-savvy parent, […]

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Key Takeaways A first summer job for a teen often requires opening and managing their first bank account  Teens can learn the importance of saving up as well as the true cost of a splurge  Don’t forget to file a tax return if necessary The time-honored tradition of a summer job can help teenagers get […]

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Key Takeaways Unhealthy debt, such as revolving credit and predatory loans, can make it much harder to reach your long-term financial and retirement goals Healthy debt, such as mortgages and student loans, can increase net worth, but too much can impede your goals A financial pro can help you set your debt management strategy for […]

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