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How Financially Smart are You?

Aug 2, 2024, 11:22 AM

Title : How Financially Smart are You?

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Goalsetter, an innovative and award-winning financial education opportunity for your pre-teens and teenagers, is now available... and they have a quiz to test your money IQ!

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Corner Office (November 2025)

On rare occasions, we take pride boasting that we are MAD. That’s right, we’re MAD; and we want to you be MAD as well.
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Corner Office (October 2025)

Our goal is to not only digitally communicate with you in the manner that you prefer but evolve our understanding of your objectives so that we are proactively helping you achieve them 24/7/365.
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What the OBBBA Means for Medicare, Medicaid, and the Affordable Care Act

Understand the healthcare impacts of the OBBBA, including Medicaid cuts, Medicare eligibility restrictions, and ACA subsidy changes. Stay informed to protect your access to affordable care.
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What Passage of the One Big Beautiful Bill Act Means for Social Security

Discover how the One Big Beautiful Bill Act (OBBBA) changes retirement taxes. With new deductions for seniors age 65+, most retirees won’t owe tax on Social Security. See how the law impacts your future income and benefits.
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Arrival Guide

Getting Your Finances Right Before the End of the Year

With consumer good prices still red hot due to inflation, now is a good time to check your finances. If you focus on your income and expenses in the fall, you should be able to make it through the holiday shopping season and start the New Year right.
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Breaking Up with Name Brands

There’s a strategy you can use to save an average of 33% on your entire purchase. It doesn’t require any coupon clipping or rewards cards. And the best part? You still get every single item on your list. The secret? Buying private-label products instead of brand-name products.
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