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In: Investing

How an HSA Can Help with Healthcare Costs in Retirement
December 8, 2022

One of the most important things to think about prior to retirement is long-term care and healthcare costs. Preparing for retirement requires consistent savings, investing that savings, and managing expenses and lifestyle in retirement. AN HSA account can help with these expenses.

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College Planning for the New Year
November 29, 2022

Tax law has provisions to help you cover the costs of college tuition.

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Roth IRA vs. Investment Account: Which Is Right For Your Savings Plan?
November 25, 2022

Learn about the benefits of each account and how to use them to your advantage.

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The Importance of Understanding Investment Management Fees & Expenses
November 17, 2022

The Importance of Understanding Investment Management Fees & Expenses When individuals are investing, fees are one of the most important things... Read More
How to Choose Between CDs and Bonds
November 14, 2022

Which is a better investment: a certificate of deposit or a bond? Read on to discover the main differences between CDs and bonds.

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Tax Savings Strategies for Your Portfolio: Tax Gain Harvesting
November 11, 2022

Defining tax gain harvesting and how it can be used as a strategy to save money on taxes.

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Tax Savings Strategies for Your Portfolio: Tax Loss Harvesting
November 10, 2022

Find out how tax loss harvesting can offer tax savings for your portfolio.

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Capital Gains Tax Definition and Impact on Investments in 2022
November 1, 2022

A brief overview of capital gains tax and their impact on investments in 2020.

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