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Want a bigger tax refund? Do this

Want a bigger tax refund? Do this

The best thing about tax season is the anticipation of receiving a refund — the bigger the better. And this year, more than half of all taxpayers plan to use their refund to improve their finances by paying off debt or building their savings. What
Topics:
Retirement Planning
Three reasons to make an estate plan

Three financial reasons to make an estate plan

Wealth—you can’t take it with you. But that doesn’t mean you don’t care what happens to it when you’re gone. You spent your lifetime building and protecting your assets and you want to make sure they’re not swallowed by court fees or passed down to
Topics:
Retirement Planning
couple at table

The lowdown on robo-advisors

While the trend toward digital investing and advice appears unstoppable, investors continue to have mixed feelings about the robo-investing movement.
Topics:
Retirement Planning
Person packing up a loved ones belongings and photos

Got an inheritance? Here’s how to make it count

Here are some guidelines to help you make your inheritance count while avoiding any lingering regrets.
Topics:
Retirement Planning

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Routing Number
323274461
Charter Number
65856

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