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What will you do with your tax refund?

The average refund for individual income taxpayers who received one for the fiscal year ending in September 2016 topped $3,000, according to the IRS.1...

Four financial questions to ask your parents

If you haven’t discussed your parents’ long-term financial goals with them, you aren’t alone. Over one-third of adult children say they haven’t had this...

Five financial steps to take before the new year

December is a great time to review your finances and get ready for a fresh start in the new year. Here are five key...

How your tax strategy can help cover rising college costs

In today’s world, many families rely on more than one strategy to save for the costs of their children’s education. Whether your children are...

Time to Review Your Investment Strategy for the Year

As the year draws to a close, it’s a good time to review your progress toward your financial goals. But on what areas should...
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