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Tapp & Associates care about you, your families, and your businesses, and we are dedicated to your success.
Helpful Content
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Are You in the “Sandwich Generation?"
Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Compare annuity options to see how each one could affect your long-term income outlook.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.