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Discounts and Resources for Seniors

Savvy Savings: Resources and Discounts for Seniors 55+

Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to stay active, learn a new skill, eat well, or just save a little on everyday purchases, there are many programs out there designed with...

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Understanding How Investment Returns Are Taxed Updated for 2025

Understanding How Investment Returns Are Taxed

Updated for 2025 As Benjamin Franklin famously said: “In this world, nothing can be said to be certain, except death and taxes.” As the IRS tax filing deadline approaches, many of us become keenly aware of and curious about how we are being taxed....

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Financia Checklist

Financial Planning Checklist

Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get started and stay on track for 2025. January – Draft a budget. Review last year’s expenses and see where you can improve for the new year....

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