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Category: Investments View all

How to Make Your Tax Refund Work Best for You

Once that calendar page turns to a New Year, many Americans look forward to that payback known as the tax refund. While it may be tempting to take it to the nearest casino and place it all on red, there are more efficient ways to bolster that refund money.

What's Your Retirement Plan?

Do you have a vision for your retirement? Traveling? Enjoying more time for hobbies like golf? Spending quality time with your friends and loved ones? Everyone’s vision may be different, but one thing that holds true is that planning is essential to helping you pursue your retirement goals. Did you start saving early enough? Are you saving enough? What are the options available to you?

Who’s Your Beneficiary?

You’ve spent a lifetime saving for the future. Have you taken the appropriate steps to ensure that your assets are passed on to your chosen beneficiaries?