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Mastering Your Plastic

Purchasing methods are constantly evolving and becoming increasingly convenient over time.  Consumers went from having to walk a herd of…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

The History of Retirement

The Pension Era 13 BCE through 401(k) Era Present

The Ivory Tower Changes Wall Street

For as long as there has been a stock market, investors have sought a reliable framework to determine the future…

To Catch a Thief

Many Americans have taken steps in recent years to protect their identity. However, one report found identity theft hit an…

Types of Stock Market Analysis

There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” turned…

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Weighing the benefits of pre-paid debit card

Today more than half of all Americans use prepaid debit cards for personal use, compared to just 19% in 2008.¹

Will Power

According to a recent report, only 42% of American’s have estate planning documents, such as a will or living trust.1…

What’s So Great About a Rollover?

An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether

What is a Roth 401k?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. While many people are familiar…

Social Security – Maximizing Benefits

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…