Deciding on Joint or Separate Finances

To merge or not to merge? Whether moving in together, getting married or living as civil partners, long-term couples eventually face this important financial decision.

Use these tips to help you and your partner find what works best for you

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Silvia Evans
Saving for Retirement With a 401(k) and IRA

Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know that you can have both?

Funding a 401(k) and IRA can help boost your retirement savings, but it’s not a one-size-fits-all strategy. Here are the basic requirements, contribution limits and tax considerations you need to know:

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Silvia Evans
5 Online Security Best Practices to Know

We bank, shop, schedule doctor’s appointments, and share photos and life updates online.

With the constant threat of cybercrime and online fraud, how can you keep your sensitive information safe and protect your online privacy?

You probably already have the basics covered, but it’s never a bad idea to review the best ways to protect your financial information, online assets and more.

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Silvia Evans
Ideas for Creating a Family Giving Plan

Do you and your family want to make a positive impact in the world?

Your family can create a plan for charitable giving to help fund nonprofits that support causes you care about. Philanthropy can also bring families together and serve as a beneficial tax strategy.

So how do you build an effective giving plan? Here are a few ways to get started.

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Silvia Evans