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Wealth Effects is dedicated to enriching the lives of its clients through the preparation and plannin
09/25/2023
Check out these tips for your parents below!
Eight Tips for Talking to Your Aging Parents About Important Issues — Wealth Effects Eight Tips for Talking to Your Aging Parents About Important Issues
08/03/2023
We may not be living in a barbie world, but we can learn some tips from the dreamhouse! Check out our latest post below:
Lessons from Barbie and Ken (If They Split Up) — Wealth Effects Lessons from Barbie and Ken (If They Split Up)
04/12/2023
Check out some tips to combat banking failure, inflation, rate hikes and market corrections below!
As Volatility Increases, So Does Retirement Worry — Wealth Effects As Volatility Increases, So Does Retirement Worry
June 30th is the final date to file a Free Application for Student Financial AID (FAFSA) form for the 2021-2022 school year, but the earlier you apply the better!
Many states and colleges have their own deadlines, check them here:
https://studentaid.gov/h/apply-for-aid/fafsa
06/01/2022
05/25/2022
Identity theft seems to be trending now!
Learn what it is, how to prevent it and the warning signs here!
Identity Theft: What It Is, How to Prevent It, Warning Signs and Tips - NerdWallet Simple steps can help protect you from identity theft, including freezing your credit, monitoring accounts and storing personal information securely.
05/21/2022
DEBT RELIEF
Nerdwallet helps you understand your options and the consequences
Debt Relief: Understand Your Options and the Consequences - NerdWallet Debt relief changes the terms or amount of your debt so you can make headway in paying it off. Here are the relief options and their advantages and downsides.
05/18/2022
Thinking about taking on debt?
Take a look at this post by Principal, read the 5 questions to ask before you take on debt and use their debt-to-income calculator.
5 questions to ask before you take on debt Whether you’re paying for a car, or a refrigerator, or a new pair of skis, here are 5 questions to think through before you take on debt.
Remember to file your taxes if you haven't done it yet!
For 48 states, today is the deadline to file and/or contribute to your IRA for the previous year.
If you live in Massachusetts or Maine, your deadline will be tomorrow April 19th!
HAPPY PATRIOTS' DAY!
Good luck to all the runners today!
04/17/2022
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