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Celebrating Over 21 Years of Excellent Service

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Can You Have Multiple Roth IRAs?

Can You Have Multiple Roth IRAs?

The simple answer is yes, you can have more than one Roth IRA and you can open multiple Roth IRA  accounts. If you are investing in a Roth IRA, you might know all the advantages it provides for retirement savings. But can you have multiple Roth IRAs? If yes, what are...

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Health Savings Account – What Is It and How to Open It?

Health Savings Account – What Is It and How to Open It?

Have you ever imagined you could save for all your medical expenses yet have tax-free transactions related to these medical costs? You can do so with a health savings account (HSA). A triple-taxed advantaged medical savings account, an HSA will help you set aside some...

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Infinite Banking: What Is It and How Does It Work?

Infinite Banking: What Is It and How Does It Work?

If you are a permanent life insurance policyholder, you can take advantage of the infinite banking concept. But what exactly is it, and is it best for you? What is Infinite Banking? Infinite banking is a financial strategy that utilizes a permanent life insurance...

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Can I Use My 401k to Buy A House?

Can I Use My 401k to Buy A House?

You can access your 401k to help buy a house, but it's not necessarily the best course of action. It is best to consult with a financial advisor to explore all your options before deciding to tap into your 401k for a home purchase. Down payment is the biggest entry...

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What is Velocity Banking: Definition, Pros and Cons, FAQs

What is Velocity Banking: Definition, Pros and Cons, FAQs

In the world of personal finance, velocity banking has become increasingly popular among homeowners looking to manage debt and build wealth. But is it the right fit for your long-term financial goals? Velocity banking is essentially using a low-interest loan to pay...

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What Is a Coverdell Education Savings Account?

What Is a Coverdell Education Savings Account?

Setting up a college savings account is a smart move to invest in education, whether it's for yourself, a family member, or a friend. There are different ways to save for higher education, some of which offer tax benefits. The best choice depends on personal needs and...

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What Should Your Net Worth Be When You Retire?

What Should Your Net Worth Be When You Retire?

Ever just sit back and ponder about that whole net worth thing being your undercover ally for a cozy retirement? It's way more than just sneaking a peek at your savings account; it's about hugging all aspects of your dough and assets. According to the Federal...

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5 Genius Ways to Earn Income During Retirement

5 Genius Ways to Earn Income During Retirement

Have you recently retired or are about to retire and wondering how you’ll earn extra money in your spare time? You might be surprised that thousands of folks like you face the same question. Just because you’re stepping away from your career and the workforce for good...

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How Long Will My 401k Last?

How Long Will My 401k Last?

When it comes to retirement, standard 401K investments typically make the most sense. You don't have to pay taxes until you start withdrawing them and getting good investing chances. Still, retirement planning can be a daunting task for many of you. Especially when...

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