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Easy Steps for Setting Financial Goals

Financial goals are essential for achieving the things and experiences you truly value. To set and achieve short-term and long-term money goals, start by establishing a solid budget, paying down debt, and creating an emergency fund. For long-term goals, focus on your values, increase retirement savings, and consider downsizing when appropriate. Revising your budget regularly can help ensure your short-term goals support your long-term aspirations. This information is provided for educational purposes only and is not intended as financial advice. Read More

What’s New for Tax Filers in 2023

Reduce the confusion and hassles of the annual ritual by heeding these changes and best practices—including smart-money tips for lowering your overall tax bill! Read More

How to Dodge the Data Grinch This Holiday Season

Got an unexpected text with an “urgent” package-delivery notification? Received a holiday e-card from a long-lost friend? Before you tap that link, follow these tips first. Read More