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2025 Financial Review: Prepare for a Prosperous New Year
January 8, 2025
Categories: Budget, Credit Cards, Savings
Happy New Year! It’s officially 2025, which means it’s the perfect time to reflect on your financial progress in 2024 and set yourself up for success this year. A thorough financial review can help you identify opportunities to save, invest, and grow your wealth. Let’s dive into the steps you can take to prepare for a prosperous new year. Step 1: Reflect on Your 2024 Financial Goals What Did You Achieve? Review the financial goals you set at the beginning of the year. Did...
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IRA vs. CD: Choosing the Best Option for Your Retirement Goals
October 11, 2024
Categories: Retirement
Planning for retirement is one of the most important financial decisions you’ll make. With so many investment options available, it can be challenging to determine which ones are best suited for your needs. Two popular choices are Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs). Let’s explore the differences between IRAs and CDs, so we can help you decide which option is right for your retirement planning. Understanding IRAs What is an IRA? An Individual...
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