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Managing Money

Advice and solutions for financial success.

Leaving Your Home To A Loved One

Transferring home ownership can be complicated. AMBA’s tips provide clarity. If you’re like many people, your home represents more than just financial value. As the saying goes, “Home is where the heart is”; your house is filled with cherished memories and emotional significance. For this reason, many individuals aim to

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Fall in Love with a World of Savings This Valentine’s with AMBA Passport

Here’s some fun trivia about Valentine’s Day: it’s believed that Geoffrey Chaucer invented Valentine’s Day as we know it. In his 14th-century works, “The Parlement of Foules” and “The Complaint of Mars,” the poet linked love with St. Valentine for the first time. February 14 was also considered the first day

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6 Common Estate Planning Misconceptions

AMBA Shows Why Legacy Planning Is For Everyone Many believe estate planning is only for people with millions of dollars in net worth. However, estate planning has many components, including your finances as well as healthcare, and it’s essential to make your wishes known. Estate planning can be one of

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Season’s Cheatings! How to Beat Scammers and Crooks This Holiday Season

It’s the most wonderful time of the year…for scammers. The holiday season is scammers’ favorite time of year. All those busy, distracted people buying gifts, booking trips, and texting like crazy are ripe for digital robbery. Scammers have grown incredibly skilled at pushing our buttons and playing on our emotions.

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Four Simple Steps to Get the Most from Your Retirement Savings

For many people, retirement marks a profound shift in identity. Many have difficulty adjusting away from the career that defined them. After all, you’re not just retiring; you’re redefining who you are. One aspect of this is how you view and use money. AMBA is here to help you embrace

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Please Mind the Age Gap: Planning for Couples with a Significant Difference in Age

Financial planning always has complexities, but couples with a significant age gap face additional concerns. Issues like differences in retirement eligibility dates, life expectancies, health issues, income needs, and more. Strategies for Couples with a Significant Age Gap Couples with a significant age gap may find themselves juggling different retirement

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Getting on Track to Meet Your Financial Goals

Get the Steps with Our Year-End Checklist As you get ready to welcome 2024, it’s important to make sure you’re financially prepared. Do you have the insights and protections you need to maintain peace of mind in the new year? Here are the essential financial tips to take now. 7

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Stay Safe From Online Scams This Holiday Season

With Black Friday coming up, many of us will be shopping sales online. Unfortunately, retailers aren’t the only ones hoping to cash in on the influx of online shoppers. Online scams are constantly attempting to collect your personal and financial information or steal your money. As you spread holiday cheer,

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