Family

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Woman filling taxes
April 26, 2022

Tax Tips for First-Time Filers

Tax tips and information every first-time filer should know. Filing Taxes, Tax Return , Tax tips and information every first-time filer should know….

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couple talking to their doctor

How Much Life Insurance Is Enough?

Calculate your life insurance needs using the DIME method. Life insurance, DIME method , Calculate your life insurance needs using the DIME method….

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Older parents talking to their daughter

Help Keep the Peace Over Your Estate: 9 Tips

Careful preparation and clear communication now can help your family avoid conflict after your death. Inheritance, inherit, estate , Careful preparation and clear communication now can help your family avoid conflict after your death….

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Baby putting change into a college fund jar
April 4, 2022

What Is a 529 Plan?

Understand the basics of using a 529 plan to save for college. College savings, 529 plan, college fund, tuition savings , Understand the basics of using a 529 plan to save for college….

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Couple talking to their banker

How to Choose Your Tax Filing Status After Marriage

What you need to know before filing separate or joint returns. tax preparation, taxes, tax tips , What you need to know before filing separate or joint returns…

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Father and son thinking to themselves

Should You Give Your Children Their Inheritance Early?

What to consider when making the decision to give your kids their inheritance while you are still alive. Inheritance, estate , What to consider when making the decision to give your kids their inheritance while you are still alive….

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Father and daughter looking at a laptop

Qualified 529 Education Savings Plan Expenses

Learn which expenses are qualified and which are not. 529 savings plan expenses , Learn which expenses are qualified and which are not….

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Child hugging another child
March 15, 2022

Preparing to Take Care of a Child With Special Needs

Steps to prepare your home and your heart to care for a special needs child Special needs child, special needs, budget, trust , Steps to prepare your home and your heart to care for a special needs child…

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Woman petting her dog
February 21, 2022

A New Pet Costs How Much?!

Pets bring joy and companionship – and responsibility. Are your finances and home ready? Here’s what to consider before getting a new cat or dog. New pet, budgeting, vet visit cost, dog price , Pets bring joy and companionship – and responsibility. Are your finances and home ready? Here’s what to consider before getting a new cat or dog….

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February 12, 2022

How Much Having Kids Really Costs

Thinking about starting a family? Start preparing your finances now….

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