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Library

Welcome to our resource library! Categories of interest are listed in alphabetical order below. Please don't hesitate to contact us if you have questions about any of the topics you learn about here. 

Budget Planning

<p>Your Emergency Fund: How Much Is Enough?</p>

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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<p>Strategies For Managing Student Loan Debt</p>

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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<p>A Penny Saved is Two Pennies Earned</p>

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Insurance

<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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<p>Protecting Those Who Matter Most</p>

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Lifestyle

<p>5 Things That Seasoned Travelers Are Doing (That You're Not)</p>

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.
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<p>A New Way to Look at Your Bucket List</p>

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.
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<p>Managing Your Lifestyle</p>

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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<p>To Buy or Not to Buy</p>

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Taxes

<p>How Income Taxes Work</p>

How Income Taxes Work

A quick look at how federal income taxes work.
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<p>Tax Reform: Before and After</p>

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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