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Last-Minute Tax Prep Tips Thumbnail

Last-Minute Tax Prep Tips

With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accurately and on time with focus and preparation. These last-minute tips will help you navigate the process efficiently and avoid unnecessary stress.

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The Retirement Income Gender Gap: Dealing with a Shortfall Thumbnail

The Retirement Income Gender Gap: Dealing with a Shortfall

When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you may find that reality is not in sync with your projections, and it looks as though your retirement income will be insufficient to meet your estimated expenses during retirement.

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The Benefit of Roth IRAs for Kids Thumbnail

The Benefit of Roth IRAs for Kids

If your child has earned income, they can get started on their retirement savings. When you open a Roth IRA for a minor, you're giving more than just an investment account; you're offering an opportunity to learn about important concepts that could provide a lifetime of financial benefits.

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