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Applying for a Mortgage

July 31, 2017

Since most people finance their home purchases, buying a home usually involves applying for a mortgage. Here is some basic information to help guide you through the process. Mortgage prequalification vs. preapproval Before applying for a mortgage, you’ll want to shop around and compare the mortgage rates and terms that various lenders offer. When you…

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I'm transitioning out of the military. How do I search for a job?

January 21, 2016

Answer: The transition from the military to a civilian job can be difficult. Fortunately, you can follow a few key steps to make the process as smooth as possible and help find a job that’s financially and professionally rewarding. At the beginning of your search, you’ll want to reach out to your local Transition Assistance…

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Medicaid Liens and Estate Recoveries

January 14, 2016

What are Medicaid liens and estate recoveries? Federal law encourages states to seek reimbursement from Medicaid recipients for Medicaid payments made on their behalf. There are two types of cost-recovery actions against the assets of Medicaid recipients: (1) real or personal property liens, and (2) recovery from decedent’s estate. A Medicaid lien is a form…

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Women and Estate Planning Basics

December 31, 2015

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 4.8 years longer than men.* That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer period of time and a greater need to plan for incapacity.…

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No Pain, No Gain: 2016 May Require Tolerance for Volatility

December 11, 2015
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SBA Accepting Annual Award Nominations

December 10, 2015

The Small Business Administration (SBA) is accepting nominations for its 2016 National Small Business Week Awards. Nominations can be submitted online or mailed directly to the relevant SBA district office. The deadline for submissions is 3 p.m. ET, January 11, 2016. Winners will be announced during National Small Business Week, May 1-7, 2016. Awards are…

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Rules for Coverdell Education Savings Accounts

December 8, 2015

A Coverdell education savings account is a particular type of savings vehicle that allows you to invest for the education costs of a child or other beneficiary. Coverdell ESAs offer tax-deferred savings opportunities. You can contribute up to $2,000 per beneficiary, assuming you meet the income requirements. You can even make a contribution as late…

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Tax Planning Tips: Life Insurance

October 13, 2015

Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment vehicles has grown blurry. To differentiate between the two, a mix of complex rules and exceptions now governs the taxation of insurance products.…

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Saving for College

October 9, 2015

There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families finance a college…

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Buying a Car

September 18, 2015

Maybe you’ve always pictured yourself driving a shiny red convertible. Or perhaps you’ve had a recent addition to the family and you’re looking for the practicality of a minivan. Whatever the reason, you’re in the market for a new car. Here are some tips to help make the car-buying process a bit easier. Choosing a…

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