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What is a Bank Statement & Why Review it?

If you’ve recently opened a checking or savings account, you may be wondering how to keep track of everything. How do you check to make sure transactions are correctly documented in your checking account? How do you monitor for fraud or keep track of spending and saving? Where can you see the interest you’ve accrued in your savings account? For answers, this is where the bank statement comes in.
young couple hugging staring at new home from a distance

What is PMI & How Much Does it Cost?

If you’re purchasing a home for the first time, you may not be aware of other costs associated with buying a home in addition to monthly mortgage payments. One of those costs is private mortgage insurance, commonly referred to as PMI. For many homebuyers who have not been able to save for a big down payment, PMI can help them to still purchase a home instead of having to pay rent. Let’s look at homebuyers’ commonly asked questions about private mortgage insurance, what its purpose is, and when and how you can stop paying it.
young couple looking at paperwork

What Are Tax Brackets, and How Do They Work?

Understanding income tax brackets can be a difficult task for many taxpayers. But tax brackets are what determine how much taxable income taxpayers need to pay to the Internal Revenue Service each year. That’s why it’s important for everyone to learn about tax brackets, how they actually work, and which tax bracket they’re in, whether they’re married or single.
credit score gauge showing breakdown of scores

What Factors Affect My Credit Score

Let’s look at the numbers: 300, 850, 697. Those aren’t batting averages or bowling scores — they’re the lowest and highest credit score ranges, along with the average credit score in America, respectively. But what are the credit score factors that determine a credit score? What factors have the biggest impact? And what does and doesn’t affect your credit score?
what is mutual fund and how does it work

What is a Mutual fund and How Does it Work?

Regardless of what kind of investor you are — small or large, aggressive or conservative, or somewhere in between — mutual funds offer you diversification at a lower cost, this is often with the added benefit of professional management. For those reasons, mutual funds are one of the most popular investment vehicles for the majority of investors. So let’s take a look at what mutual funds are, and why you should consider them as part of your overall investment strategy. And before you make any investment decisions, seek out a trusted professional for investment advice.

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