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Category: Saving

Budget, General Tips, Income, Life Changes, Saving

Emergency funds: Why they’re worth it

Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times.

Continue reading “Emergency funds: Why they’re worth it” →

February 12, 2018February 26, 2018
Budget, General Tips, Life Changes, Saving

Want to give this year? Here’s what you need to know

Planning on giving this year? Giving annually might trim both your estate and income taxes. Currently, you can give $14,000 to any number of recipients without paying federal gift tax. Learn about your options. Continue reading “Want to give this year? Here’s what you need to know” →

December 6, 2017November 15, 2017charity, contribution, gift, reduce, Savings
Budget, Debt, Income, Life Changes, Saving, Tax Credit

4 smart money lessons for your kids

Your kids will learn math in school, but that doesn’t necessarily equate to personal finance. If you want them to become financially responsible adults, you should give them some training yourself. Here’s how.

Continue reading “4 smart money lessons for your kids” →

November 29, 2017November 15, 2017children, manage money, money, planning, Savings, teaching
Saving, Small Business, Tax Credit

Tax reform: what is proposed?

There is now a ton of media chatter about the recently introduced federal tax reform package being passed around in Washington, D.C. While it’s still early in the process, here are some of the key elements of the current proposal.

Continue reading “Tax reform: what is proposed?” →

November 15, 2017November 16, 2017corporate tax, individual tax, tax, tax brackets, tax rates, tax reform
Saving

Know when to sell

Deciding when to buy a stock is often easier than determining when to sell. As you’re reviewing your portfolio at year-end, consider these situations that may indicate the right time to sell.

Continue reading “Know when to sell” →

December 28, 2016October 9, 2017
Budget, Saving

How to be a successful saver

How much money did you save last year? If your savings fell short of your goals, don’t give up. You can still take charge of your financial future.

Continue reading “How to be a successful saver” →

September 29, 2016October 9, 2017Budget, goals, Retirement, Savings, special occasion
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115 Balsam St. Ste. B Ridgecrest, CA 93555
(800) 803-8322
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