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Social Security- What Should You Do at Age 62

Social Security- What Should You Do at Age 62

Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. Although collecting early retirement benefits makes sense for some people, there’s a major drawback to consider: If you...
Tips to Keep Emotions and Investing Separate

Tips to Keep Emotions and Investing Separate

Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly mistake. Keeping emotions and investing separate seems almost impossible for many investors. When reacting too...
4 Ways to Be Your Own Financial Valentine

4 Ways to Be Your Own Financial Valentine

It’s officially the season of love! Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming...
Smarter Ways to Give

Smarter Ways to Give

Two ways to make tax-savvy charitable donations: Donor Advised Funds (DAF) are a simple, tax-effective, and creative way to streamline your on-going charitable giving. A DAF is essentially a charitable investment account. Investors contribute (make “gifts” or...