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How to Talk About Money in a New Relationship

Being in a new relationship is exciting! It’s fascinating to learn about your new partner, their life and what’s important to them. But one topic often gets overlooked because people aren’t comfortable talking about it — money. Unfortunately, that’s also the subject that ultimately derails many relationships. A lack of honesty about your respective financial […]

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Tips for Mixing Family and Finances

Mixing family and finances can lead to delicate situations. Whether you’re seeking help or willing to assist a loved one in need, it’s important to take steps to preserve your relationships before money switches hands. In this educational series, we’ll tackle some of the tough financial situations that loved ones face. We’ll equip you with […]

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How to Discuss Finances with Your Aging Parents

People are living longer than ever before. Thirty years ago, the average life expectancy in the U.S. was 74.5 years. Today, that number is inching toward 80 years due to advances in medical care,awareness about the importance of healthy living, and a variety of other factors.                     […]

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Should I Use Retirement Savings to Pay for Emergencies?

The CARES Act makes it possible for consumers to take up to $100,000 from their 401(k) or 403(b) retirement plans with no penalty. And, although it is taxable, they can pay the taxes over three years. The normal 20% withholding is waived as well. The legislation passed because many people are facing significant financial challenges […]

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Tips for Managing Friendship and Finances

Misunderstandings about money have caused the downfall of many friendships. Because we all have different backgrounds and experiences, we all approach money and financial issues in our own unique ways. Fortunately, there are some tried-and-true tips to help you manage the sometimes awkward intersection of friendship and finances. Let’s see what they are. Be Prepared […]

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Understanding the Differences Between Banks and Credit Unions

With the option of traditional banks, online-only banks and credit unions, consumers have more choices than ever when it comes to where to conduct their financial business. Many factors go into choosing where to keep your money, including convenience, services offered and ensuring your money stays safe and secure. So how do these options compare? […]

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Understanding Payroll Deductions

When was the last time you took a good look at your paycheck stub? It’s probably been a while, especially if you have direct deposit. Many companies now manage all payroll tasks electronically, which means you never see a hard check or any piece of paper with your information. And even if you do still […]

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Everything You Need to Know About Budgeting

One of the most important things you can do to help you reach your financial goals is establishing and following a budget. Though it may seem overwhelming at first, breaking down the process into manageable steps can help you succeed. GETTING STARTED First, you need to know how much money is coming in, how much […]

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How to Budget with Inconsistent Income

Most advice on budgeting makes the assumption that you’re working with a set amount of  income each month. But what if you’re not? People who are self-employed, freelancers, artists, or whose income relies heavily on tips and commission are all subject to inconsistent income that fluctuates from month-to-month.      If you fall into any […]

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Planning for Fixed, Variable and Periodic Expenses

One of the most important parts of planning and sticking to your budget is understanding the differences between fixed, variable and periodic expenses. Knowing what types of expenses you have and how to plan for them can help you manage your money more effectively and get off the paycheck-to-paycheck merry-go-round.    Fixed Expenses These are […]

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