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Zelle, Quickly Explained, Kevin
In this quick video, we’ll explain what Zelle is and how to use it to send money….

Estate Planning Before Travel Planning
Prepare for travel emergencies by having your estate planning documents in order. Estate planning, estate planning documents, travel, vacation, trip , Prepare for travel emergencies by having your estate planning documents in order….

The Great Debate: Saving for Retirement vs. Saving for College
Should you save for retirement or save for your child’s education? saving for retirement, saving for college, , Should you save for retirement or save for your child’s education?…

Turn Down Dating Scams
Con artists on dating sites aren’t looking for love – they’re looking to steal your money. Dating scam, romance, imposter, catfishing, scam , Con artists on dating sites aren’t looking for love – they’re looking to steal your money….

Financial Well-Being: Attaining Wallet Zen
Understand the definition of financial well-being and how to attain it. Financial well-being, , Understand the definition of financial well-being and how to attain it….

How to Capture the Financial Freedom of Downsizing
Understand the benefits and potential pitfalls of moving to smaller quarters. Financial freedom, financial stress, downsizing , Understand the benefits and potential pitfalls of moving to smaller quarters….

Claiming Your Child as a Dependent
Understand the IRS regulations for parents filing income tax returns….

5 Must-Know Tax Tips for Newlyweds
Planning ahead will help you make a smooth transition to filing taxes as a married couple. tax preparation, taxes, tax tips , Planning ahead will help you make a smooth transition to filing taxes as a married couple….

What a Baby Costs in the First Year
Starting your own family is a remarkable milestone, but it can be costly. Here’s a breakdown of the first year’s expenses, so you can be prepared. Expenses, advice for new parents, pregnant, crib, savings account , Starting your own family is a remarkable milestone, but it can be costly. Here’s a breakdown of the first year’s expenses, so you can be prepared. …

Maximize Your Social Security Benefits
Everything you need to know about Social Security retirement benefits. Retirement, Social Security, retirement benefits , Everything you need to know about Social Security retirement benefits…