July Letter of the Month
Classrooms at universities and colleges across the nation will open for fall semester in the next couple of months. You might have a child, grandchild, niece or nephew who
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Letter of the Month
Markets March Ahead
Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high.[1] The S&P 500 notched a record high during the week, despite closing the
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Women and Investing
Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later
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National Financial Literacy Month
Letter of the Month
April 2017
Did you know that April is National Financial Literacy Month?
What started out as a financial-literacy awareness day more than a decade ago is now a month-long
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Simple Tips for Ramping Up Your Retirement Savings
Simple Tips for Ramping Up Your Retirement Savings
March Letter of the Month
No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But,
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17 Financial Resolutions for 2017
As the end of 2016 approaches, now is the time to start thinking about how you'll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated
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Understanding the Election and Market Surprises
November Letter of the Month
As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised
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Protect Yourself From Tax-Related Identity Theft This Tax Season
Greetings!
Tax season is underway and that means an uptick in tax-related scams. One particularly pernicious form of fraud is tax identity theft. Tax-related identity theft happens when someone
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