Finance

Tax Strategies in a Down Market

It has been a painful year to be an investor. So far in 2022, the S&P 500 is down about 15% while U.S. Investment Grade bonds are down about 17%. Some individual sectors and companies have performed even worse. While it’s never fun to see your account balances decline, market downturns can provide tax-saving opportunities…
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Paying for Medical Bills Without Health Insurance

Recently, a family friend experienced a freak accident. Unfortunately, they were without health insurance. As we created a GoFundMe page to help cope with the avalanche of medical bills, I thought it would be helpful to share what options are available for anyone else that finds themselves in a similar situation.
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Should You Start Investing Outside of Your 401(k)?

Investing. It’s often at the forefront whenever we think about putting funds up for the future and putting our hard-earned money to work. Whether retirement is a few years or several decades away, many people want to put their money in a place where it will grow and start working for them. While your employer…
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What You Need to Know About I Bonds

With inflation surging in the early part of 2022, I bonds have been gaining investors’ attention. If you’re not familiar with this investment, keep reading for an introduction into I bonds. What are I Bonds? I bonds are bonds issued by the U.S. Treasury and offer both a fixed interest component and a variable one…
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What to Do If You Feel Hopeless When it Comes to Money

Trying to get your finances in order can be difficult and frustrating. When you attempt to get out of the financial doldrums yet continuously struggle, it’s completely understandable to feel helpless and want to give up.
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5 Reasons You Worry About Money & How To Stop

Money is the top cause of stress in the United States according to the American Psychological Association. To get specific, 54% of workers cite money matters as their biggest cause of stress — that’s more than their job (18%), relationships (12%), and health concerns (11%).  All of that financial stress ultimately has a major impact…
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