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Daniel.Rubinov's blog

Time to Spring Clean your Finances

March 2017

Time to Spring Clean your Finances As you begin to pack away the winter coats and de-thaw your plants and lawns, don’t forget to dust off your financial records and goals in the prime spring cleaning months.

Here are five tips to institute now to help keep your finances on track and head into the spring and summer months with strong savings goals.

Naming Beneficiaries on Your Financial Accounts

March 2017

Deciding who should receive your financial assets once you die can be unnerving. But it's also really important.

Failing to select a beneficiary for your bank and investment accounts, as well as retirement plans, can spell bad news for your family members, as they might have to go through a lengthy and potentially expensive legal process to determine where your money should go.

To help you avoid that scenario, here's a closer look at the accounts, for which you'll need to select a beneficiary, as well as what that means.

Strategies to Supersize Your Savings

February 2017

Piggy BankThere are a host of stories revealing that Americans’ saving accounts are in trouble. Many live paycheck-to-paycheck, and retirement account balances are not where they should be.

5 Financial Resolutions for the New Year

February 2017

A brand new year provides the perfect opportunity to make meaningful life changes, including improved financial wellness. These five financial resolutions can help get your year off to a promising start.

How to Maximize your Employee Benefits in 2017

January 2017

While some individuals fantasize about working for themselves, others recognize working for a company can have its advantages too. Take, for instance, your employee benefits package.

Your Online Shopping Safety Checklist

December 2016

Your Online Shopping Safety Checklist

How did we survive before the days of online shopping?

Today, with a few clicks of the mouse, you can purchase just about anything. Need to stock up paper towels or diapers? Just access Google Express or Amazon. Last-minute birthday or holiday gift? Send an e-gift card.

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