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Do These 10 Things to Protect Your Financial Info NOW

by Michele Cagan | Feb 15, 2025 | Get Help When You Need It, Making Ends Meet, Protect Your Financial Future, Single Mom CPA

Your personal financial information has been hacked. More than 143 million Americans were made vulnerable by the recent Equifax breach, and you are most likely one of them. That means your Social Security number, birth date, driver’s license data, credit card numbers,...
Five Good Mutual Funds for Beginners

Five Good Mutual Funds for Beginners

by Michele Cagan | Feb 15, 2025 | Personal Finance, Saving and Investing

When you’re new to investing, it can be hard to figure out where to start. That’s where mutual funds come into play: They offer access to hundreds – even thousands – of stocks or bonds with a single share, making diversification affordable for anyone. Most of us can’t...
Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

Not Sure Where to Invest? Here’s a Beginner Portfolio to Help You Get Started

by Michele Cagan | Feb 15, 2025 | Personal Finance, Retirement Planning, Saving and Investing

Updated for 2020 Choosing your first investments can be overwhelming. There are so many options available, and it’s hard to figure out where to start…and the sheer number of choices can be crippling. To get instant diversification, low fees, and hundreds of...
10 Surprisingly Easy Ways to Protect Your Financial Info

10 Surprisingly Easy Ways to Protect Your Financial Info

by Michele Cagan | Feb 15, 2025 | Personal Finance, You Need to Know This

You hear about data breaches in the headlines every day. Target, Yahoo!, big banks…and the list goes on. No company is immune – and that means we are all in danger. Where you live affects your risk According to the latest from the Federal Trade Commission (FTC),...
More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals

More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals

by Michele Cagan | Feb 15, 2025 | Do Your Own Taxes, Personal Finance, Retirement Planning

The minute you start taking money out of your retirement accounts, the tax meter starts running. But a simple strategy lets you maximize your money and minimize the tax bill…so your retirement savings will last longer. To get the most out of your retirement...
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Latest Blog Posts

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