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how to manage your money effectively

How to Manage Your Money Effectively on Any Budget

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Here are some things to help you learn how to manage your money effectively on any budget.

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average monthly expenses for a family of 5

Creating a Household Budget: Average Monthly Expenses for Family of 5

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Here are some tips to help you create a household budget and estimate average monthly expenses for a family of 5.

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ways to save money on a tight budget

5 Creative Ways to Save Money on a Tight Budget

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It’s common for people to struggle to meet their monthly expenses. Here are five of our favorite budgeting tips to recommend.

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frugal living tips

7 Frugal Living and Money Saving Tips for Every Age

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At Addition Financial, we love working with members of all ages to help them save money. Here are seven of our favorite frugal living tips.

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ways to save money

6 Easy Ways to Save Money in 2019 You Could Try Now

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If you want to save money, you need to be creative and consistent. Here are six unique money-saving techniques that could work for you!

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retirement savings contribution credit

Who Can Claim the Retirement Savings Contribution Credit?

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One of the best things about saving money for retirement is that you can claim a retirement savings contribution credit on your tax return. Here's who qualifies for the credit and how to calculate it.

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IRA contribution age limit

What Are the IRA Contribution Age Limits in 2019?

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Before you make any decisions about your retirement, you should know what your options are. With that in mind, here’s what you need to know about IRA contributions and age limits.

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Traditional IRA vs. Roth IRA

Traditional IRA vs. Roth IRA: 4 Critical Differences

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Are you considering opening an Individual Retirement Account (IRA)? We’ve put together this guide explaining the four critical differences between a Traditional IRA and a Roth IRA so you can make the ...

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retirement budget worksheet

How to Create a Retirement Expense & Budget Worksheet

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If you want to get a jump-start on planning for retirement, you need to understand your financial needs and figure out what you must save to achieve your retirement goals. Here’s what you need to ...

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asset allocation in retirement

6 Best Practices for Asset Allocation in Retirement

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How you allocate your assets will have an impact on how long they last and how much you enjoy your retirement. Here are six best practices for asset allocation in retirement.

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average 401K balance

Retirement Investing 101: What's the Average 401k Balance?

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One of the most common types of retirement account is the 401k. Seeing how your balance stacks up against people your age can help you see where you stand.

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fiduciary financial adviser

6 Benefits of Hiring a Fiduciary Financial Adviser

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While not everybody hires a financial adviser, there are some significant advantages to doing so. Here are six benefits of hiring a fiduciary financial adviser now.

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