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Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl

Submitted by Neville Associates on February 6th, 2024

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies.

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  • Investing
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Achieving Life’s Goals with Cash Flow Alternatives

Submitted by Neville Associates on January 29th, 2024

Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can be difficult. Each stage of your life may create new financial challenges.

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The Benefits of a High-Yield Savings Account

Submitted by Neville Associates on January 29th, 2024

Everyone should have a savings account. Savings are important so you can work toward your financial goals and have funds prepared in case of an emergency. Having multiple savings accounts can be a good idea, too, one or more of which could be a high-yield savings account.

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  • Savings
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Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer

Submitted by Neville Associates on January 29th, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared commitment to preserving family unity.

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  • Wealth Transfer
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Navigating the 4 Phases of Retirement

Submitted by Neville Associates on December 20th, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often experiences. Individuals may have to modify their strategies throughout the different phases to align with changing incomes and expenses.

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  • Retirement
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Finding Focus with Financial Planning: A Step-By-Step Guide

Submitted by Neville Associates on December 20th, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial future.

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  • Financial Planning
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Five Helpful Tools for Tax Prep

Submitted by Neville Associates on December 20th, 2023

Tax preparation tools and products continue to evolve even more quickly than the federal tax code itself. Which tax prep tools are worth the hype, and which may be passed over? Below we discuss five high-tech tools to help make tax time as simple and streamlined as possible.

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  • Tax Prep
  • Taxes
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New Year, New Goals: Your Countdown to Financial Health

Submitted by Neville Associates on December 20th, 2023

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year's resolutions that may help you get your new year off to a great start.

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  • Finances
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Your Traditional 401(k) Year-End Review Checklist

Submitted by Neville Associates on December 1st, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a percentage of the contribution. Are you maximizing these contributions? There are also limits on how much you are allowed to contribute annually.

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Tis the Season for Tax-Friendly Giving Strategies

Submitted by Neville Associates on December 1st, 2023

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give.

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