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How to Set a Budget for the Holidays

Setting a budget for the holidays is essential to ensure that your celebrations are both enjoyable and financially responsible. Here, we'll explore how to craft a holiday budget that fits your needs, allowing you to revel in the holiday spirit while still watching your wallet.

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What You Should Know about Giving Tuesday

Giving Tuesday is celebrated on the first Tuesday of December each year and has rapidly gained prominence as a global movement that encourages generosity, charity, and community involvement. Here, we'll unwrap the history, significance, and impact of Giving Tuesday and share some ways you can give back this season.

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Protecting Yourself from Credit Card Fraud

According to Bankrate, in 2021, the FTC dealt with nearly 390,000 reports of credit card fraud, with US losses projected to reach $165.1 billion in the next decade.1 Protecting yourself from credit card fraud is vital for financial security and peace of mind. Here, we’ll explore the various forms of credit card fraud and provide actionable tips to help protect your finances.

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October is National Cybersecurity Awareness Month

Did you know that October is National Cybersecurity Awareness Month? We're using this month as a chance to highlight how you can keep yourself and your information safe online. From using complex passwords to being wary of suspicious emails, here we talk about the importance of cybersecurity and provide some tips on how you can protect yourself.

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October is Financial Planning Month

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Let’s use this month to celebrate the importance of proper financial planning and share some tips and tricks on how to get your financial planning in order.

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FAFSA Applications Open Soon

FAFSA is a gateway to accessing critical financial assistance for your child’s college education. Here is what you need to know when applying for FAFSA, and some important changes for the 2024–2025 school year.

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Calculate Your Tax Savings Under The Secure Act 2.0

The Secure Act 2.0 presents an excellent opportunity for medical practices to secure their employees' financial futures and realize significant tax benefits for the practice itself. By taking advantage of the available tax credits and offering a 401(k) plan, medical practices can attract and retain top talent while bolstering their financial well-being.

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Understanding Social Security Benefit Taxation

Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed. Here, we explain everything you need to know about Social Security benefit taxation.

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September is Life Insurance Awareness Month

Life insurance is an important part of any financial and protection strategy. For National Life Insurance Awareness Month, we wanted to share some helpful information about life insurance, including what it is, its different types, and how it can help protect your family in case something happens.

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Estate Planning Tips for Blended Families

Because blended family structures are becoming more popular and just like there’s no one-size-fits-all family, there’s no one-size-fits-all approach to estate planning. Let’s learn more about what estate planning might look like for a blended family and provide some information to help you examine your estate plan.

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Smart Credit Card Strategies

Credit card debt makes it hard (if not impossible) to feel financially secure and save for goals like retirement. But credit card debt doesn't have to be the end of your financial freedom. Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.

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