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Why Are Trusts Frequently Used in Estate Planning?

By: American Heritage 05.02.24 3 minute read Investing & Retirement

When it comes to estate planning, you may be more familiar with the concept of a will versus a trust, but there are several reasons that trusts could benefit you and your loved ones in estate planning. Establishing a trust gives you control over how your wealth will be protected and, ultimately, transferred to your beneficiaries. Many types of trusts are available. The benefits of each vary by type, and each may be treated differently from state to state. Meet with a financial advisor who has estate planning experience to determine if setting up a trust is the right plan for you and to find one that best fits your needs and goals.

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A social security card on a pile of documents.

5 Important Facts You Should Know About Social Security & Retirement

By: American Heritage 04.25.24 4 minute read Investing & Retirement

Whether you’re just a few years or even a few decades away from retirement, you want to make sure you can live comfortably when you do retire. First enacted in the 1930s, America’s Social Security program protects people against the loss of earnings due to retirement, death, or disability. But Social Security was meant to be a foundational element of planning for retirement, not the only source of income after retirement. Here are five important facts about the program:

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How to Support Your Child’s Financial Literacy at All Ages

By: American Heritage 04.18.24 4 minute read Family

Money talks—are you teaching your kids to listen? April is both Credit Union Youth Month and Financial Literacy Month, so it’s the perfect time to spotlight the importance of teaching your children about money from a young age, fostering financial literacy that will benefit them for life. Here are achievable ways you can support major milestones along your child’s financial journey.

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Saving change and bills into a jar marked

How to Start Saving for Your Child's Education

By: American Heritage 04.04.24 4 minute read Savings & Budgeting

If you’re a parent, you want what’s best for your child, like making sure that they get a good education. But how do you pay for daycare and start saving for tuition without going broke? The good news is that there are options to help you financially plan for your child's future that allow you to save money in the short-term and long-term, provide tax savings and earn investment income for the future.

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Young woman placing fresh produce into a reusable tote bag at an outdoor fruit and vegetable stand, promoting eco-friendly and sustainable shopping habits.

52 Eco-Friendly Tips to Improve Your Finances

By: American Heritage 03.25.24 4 minute read Culture

Earth Day is celebrated by billions of people around the globe each year on April 22nd. In honor of this year’s theme, “Invest in Our Planet,” we’ve compiled a list of 52 eco-friendly ways you can help the planet every week. These Earth Day ideas can help you conserve water and energy, reduce your carbon footprint, and improve the environment for future generations—plus, they’ll help you save money while you make a positive impact!

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Pile of bright gold bars

10 Facts About Gold for Saint Patrick’s Day

By: American Heritage 03.14.24 3 minute read Investing & Retirement

This Saint Patrick’s Day, you might be hoping to find your very own pot of gold at the end of a rainbow. Maybe you’re wondering how gold got to be such a hot commodity in the first place. In this post, we’ll share 10 fascinating facts about this most famous of precious metals, including some tips for those who are curious about gold as an investment.

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IRAs: Understanding Retirement Saving Options

By: American Heritage 02.22.24 4 minute read Investing & Retirement

Retirement is the long-awaited reward after a life of hard work—a time to devote to yourself, your loved ones, and your dreams. An individual retirement account can be an essential tool in your retirement savings strategy, helping ensure your finances can support you throughout your golden years.

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7 Ways to Make Homebuying Easier

By: American Heritage 02.01.24 3 minute read Mortgage

Without the right support and preparation, buying a home can feel a lot like putting together a puzzle with only half of the pieces: time-consuming and frustrating. From house-hunting to closing, the homebuying process takes 4 to 6 months on average and involves multiple moving parts, so it’s no surprise that many homebuyers find it overwhelming.

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