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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What kind of auto insurance should you have? Do you know?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.