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Social Security fund projected to be depleted sooner than expected 05/04/2023

Recent updates to projections for Social Security funding indicate that it may be dwindling even faster than initially anticipated.

Social Security fund projected to be depleted sooner than expected The trustees who oversee the Social Security and Medicare trust funds have released new projections outlining the financial health of those programs.

Joining Financial Forces: 4 Tips for Newlyweds 04/25/2023

Healthy money management is vital for a healthy marriage. Here are four tips to help you start the conversation and step into married life with your best foot forward.

Joining Financial Forces: 4 Tips for Newlyweds Build your wealth together and spend your allowances apart.

Important details to understand when the IRS might contact a taxpayer | Internal Revenue Service 04/14/2023

In what circumstances can the IRS reach out to you? Learn more about why and how they may contact a taxpayer.

Important details to understand when the IRS might contact a taxpayer | Internal Revenue Service IR-2023-56, March 23, 2023 — The Internal Revenue Service reaches out in multiple ways to educate taxpayers while ensuring it fairly enforces the nation’s tax laws. There are important factors to keep in mind about when the IRS may initiate direct contact with a taxpayer.

Are you on the list? 04/08/2023

Twice a month, newsletter subscribers receive helpful information for their financial journey. The next edition will cover what you can do if you can't file taxes on time this year.

Are you on the list? Sign up and stay tuned for this week's posts.

Everything You Need to Know About Credit Utilization 04/06/2023

If you're trying to improve your credit score or manage your spending habits, it helps to know your credit utilization rate. This guide covers what credit utilization means and how to calculate it.

Everything You Need to Know About Credit Utilization Learn how to lower your credit utilization rate, how your rate affects your credit, and how you can influence it month to month.

Are I Bonds Taxable? 10 Common Situations 04/03/2023

I bonds can have several tax advantages compared to other investments. But they aren't entirely exempt from taxation either -- these rules and conditions generally apply to EE bonds as well.

Are I Bonds Taxable? 10 Common Situations Series I bonds are a popular investment that can also help you save on taxes, but the federal income tax consequences can be complex.

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