Financial Library

Financial knowledge leads to financial success, and the articles below can help you take more control of your finances now.

Feb 19, 2021
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.
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Jun 17, 2019
“Over the hill” surprise birthday parties can be fun. But one shock you don’t want in your 50s is the realization that you’ve completely overlooked retirement or are significantly behind where you need to be. No matter why you’re falling short, if you are, it’s time for a retirement offensive. Here are a few things to consider as you try to re-energize your savings game.
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Mar 19, 2019
Despite improvements in the national economy, 44% of New Mexico’s households are still in a persistent state of financial insecurity, which means that if faced with an emergency, they lack adequate savings to cover basic expenses for three months. Prosperity Now, a public policy organization in Washington, D.C., ranks New Mexico 50th in income poverty and 43rd in the number of unbanked households.
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Sep 14, 2018
Putting money aside to achieve your goals is probably the single most important thing you can do to give yourself a brighter financial future. The hard part can come when you try to create your initial savings plan. How much should you be saving? In what kind of accounts should you place your hard-earned money? How do you measure progress? Here’s some ideas and tips to help you.
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Aug 15, 2018
If you’re like 61 million other Americans who plan to rely on Social Security, you’ll need to know how to make the most of your money. With that in mind, here is some basic information, and some do’s and don’ts as you prepare to start collecting Social Security.
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Jun 13, 2018
There’s no doubt about it—buying a home is a big investment. You’re on the hook for a long-term mortgage, and responsible for repairs and any other unforeseen expenses. But don’t get discouraged. If you have strong money management skills (and cash saved up), you may be ready for homeownership.
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Apr 12, 2018
With different stages in your life, diverse achievements and challenges await. But no matter what your age, being money-smart is always a wise choice. Curious how to meet your financial goals, no matter your age? Take a look at these tips.
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Mar 14, 2018
For the 2017 tax filing year, the Internal Revenue Service reports that seven in 10 Americans will be getting a refund; with the average amount being close to $2,900. It’s important to be financially savvy with your refund. Here are some smart money tips - as well as some big no-no’s.
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Oct 12, 2016
If you find yourself squeezed between caring for your children and caring for your aging parents, you’re part of what’s now referred to as the Sandwich Generation. It’s a scenario faced by nearly half of adults in their 40s and 50s, according to a Pew Research Center study. Here are some things you can do to help keep your finances on track while meeting family responsibilities.
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