The world of financial literacy can be complicated. Help your child learn skills for financial independence

The world of financial literacy can be complicated. Help your child learn skills for financial independence

When was the last time you talked with your child about money and finances? As parents,  one goal when it comes to raising our children is to help them become self-supporting adults and a contributing member of society.

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Imagine your family headed to a home away from home. Your very own oasis. Have you ever thought about purchasing a vacation home?

Imagine your family headed to a home away from home. Your very own oasis. Have you ever thought about purchasing a vacation home?

Some people love to go to the beach and some people dream about a vacation home in the mountains.

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Avoid these common mistakes when filing your tax returns

Avoid these common mistakes when filing your tax returns

It's that time of the year again when we're all bringing out our calculators and sharpening pencils to fill out our tax returns. But the last thing we want to do is to wind up making a mistake that could jeopardize your finances by delaying your refund, make you accountable for a fee or, even worse, force you to do that dreaded paperwork and math all over again! Whether you choose to go it alone, use a tax-prep computer program or hand it all over to an accountant, begin by checking out this list of common mistakes people make when filing their tax returns.

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Creating a budget for the new year

Creating a budget for the new year

As we head into the new year, it’s a good time for reflecting on last year – Was it overall a good year? Did you meet most of your goals? How were your finances? What did you get right and how could you improve? If you financially had a great year, then good for you! But if it wasn’t that great or you think it could’ve been better, then perhaps you need to create or revisit your budget.

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Should I Refinance Before I Retire?

Should I Refinance Before I Retire?

Q: I'm in my mid-50s and I'm preparing to retire sometime down the line. I'm wondering if I should refinance my mortgage as part of my retirement planning. Is that a good idea?

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