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Couple meeting with a wealth manager

What To Look For When Choosing a Wealth Manager

Working with an experienced wealth manager is one of the smartest financial decisions you can make to safeguard your income and investments.
 
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How to Start Saving For Retirement

It’s never too early or too late to start saving for retirement. Check out how much savings you should have for your age and learn how to save for retirement.
 
young man talking to young woman about investing

3 Smart Things to Do with Your Tax Refund to Make It Grow

If you’re one of nearly 126 million people expecting to receive an income tax refund next year (and that’s almost 75% of Americans), that’s probably the largest windfall you’ll receive all year. What will you do with that money? In 2020, the average refund was almost $3,000. More than 65% of refund recipients said they planned to use their refund money paying down debt or spending it on everyday expenses; 15% planned to spend it on a major purchase, like a vacation or big-screen TV.
middle age man looking at stock chart on laptop

In Your 30s? This is How You Should Be Investing Your Money

By the age of 30, most people are out of college and well into their careers. Many have already experienced a job change, maybe a few promotions, and are finally feeling like they have extra cash to put into investments. But with so many investment options, where do you even start?
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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