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7 Steps to Follow When Receiving a Lump Sum of Money
October 7, 2019

We all like to fantasize about what we will do if we win the lottery, hit the jackpot in Vegas, or receive a surprise inheritance. So you might think you already have a plan in place, in the event of a sudden windfall of cash. Quite often, the lump sum…

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Why You Should Consider Using Credit Instead of Debit
September 15, 2019

Often we focus on saving and planning for the future. But spending your money wisely is another important facet of financial planning. So, let’s switch gears, and talk about why credit cards are preferable to debit cards in most circumstances. Reduce the risk. Using any card opens you up to…

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4 Common Misconceptions About Social Security
September 9, 2019

For years, rumors have been whispered as a dire warning: Social Security is running out of money, and there won’t be any left when we retire. This is a common belief among Gen-X and Millennial workers, but some Baby Boomers have bought into the hype, too! Here’s what you need…

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5 Types of Insurance You Should Never Overlook
August 19, 2019

We all love to save a bit of money when we can, by cutting unnecessary expenses out of our budgets. But while your cable subscription, streaming service, or daily coffees might worthy items for the chopping block, there are other expenses you might want to keep. Insurance protects you from…

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