Latest Articles

March Madness: when even the floor is branded

Matthew Harris •
Business2Community

This week, 68 teams from around the country will take the floor to battle for a national championship in the NCAA Men’s Basketball Tournament. “March Madness” as it’s known to millions of fans (some more casual than others), is one of the biggest sporting events in the country each year. And as any branding expert

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To make a financial plan, you need a financial purpose

Founder &, president, Alfie Tounjian, CFP, Investment Adviser, and Advantage Retirement Group •
Kiplinger

What is meant by “purpose-driven finances”? It simply means that money and wealth are just numbers on a ledger; they are nothing without a purpose attached to them. In retirement, that purpose is different for everyone. But remember, this is not about rate of returns. Instead, the question is, “What do you want the wealth

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Three things nobody tells you about your credit

John Ulzheimer •
The Simple Dollar

If you’re like most Americans, you probably learned absolutely nothing about credit as a part of your high school or college education. As a result, many young adults enter the “real” world grossly unprepared when it comes to their credit management skills. This is very unfortunate since credit can have such a profound impact on

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Smart personal finance moves if you’re leaving the military

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

When you decide to leave the military, you’ll face a series of financial challenges. One of the most significant? Because valuable benefits and tax breaks you receive on active duty will disappear, you may need to earn more as a civilian just to match the buying power of your military pay and benefits. “You need

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When to toss tax records

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

How long do I need to keep my tax records in case I get audited? Are there some records I should keep longer? It’s a good idea to keep your returns indefinitely. But you can generally toss supporting tax records three years after the tax-filing deadline, which is the time the IRS generally has to

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