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Categories: Finances, Investments, Planning

If you’re interested in investing, take a look at these easy to follow steps to get started!

Before transitioning from renter to homeowner, it’s important to consider the true costs of home ownership. To find out what you can really afford, make sure to include items from the list below in addition to the sale price of the home.

Categories: Budgeting, Finances, Spending

Holidays are wonderful, but they can also be really stressful. They can be especially taxing when you’re trying to figure out how to pay for gifts, travel, food, and more. To ease some of your stress, FORUM offers several convenient and secure ways to pay for your family’s holiday plans

Before December 31 arrives, there is still time to take advantage of a few tax saving strategies! Check out 5 tax tips below.

Categories: Business, Finances, Taxes

As a small business owner, the idea of tax planning may seem overwhelming and can sometimes even get ignored. But if you’re able to put into practice some good tax planning habits and even meet with a tax advisor quarterly, you’ll find that you can take advantage of provisions, credits, and deductions that may considerably reduce your taxes. Below are just a few items to think about as we near the close of 2015.

Although your retirement living will be based on various factors, it's important to specifically consider the impact of social security. 

The world of banking can be a bit confusing for a child. When you talk with your kids about money, keep in mind a few basic principles!

Achieving financial security doesn’t happen overnight, but it can happen with a detailed plan and some discipline to boot. Get started with these four easy-to-follow steps.

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