Saving & Investing Resources

I-Bonds Paying Interest Rate of 5.27%

Savings Bonds are often considered a safe and trustworthy investment because the U.S. government backs them. There are different types of savings bonds, the most recent and one of the most popular types being the I Bond.  A key feature of the I Bond is that it is inflation-protected.

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Saver’s Tax Credit

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit, or Saver’s Tax Credit. The 18th Annual Transamerica Retirement Survey found that

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Monthly Budget Worksheet

Taking the time to understand where your money goes can make a big difference in your financial situation. This monthly budget worksheet can help you get on top of your finances. 

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COVID-19 Resources

WISER’s COVID-19 Financial Resources – Infographic Renter Resources   Homeowner Resources   The CARES Act and Your Retirement Plan   COVID-19 Top Three Scams     ADDITIONAL RESOURCES Administration for Community

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