Financial DOs and DON’Ts (Part 2 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
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Blog
Tax Perspective of a Down Market
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Although it can be difficult to wrap your mind around when you look at your investment statements, there is an upside to a down market.
Read MoreStuff and Nonsense
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So much is being written about student loan debts crushing our young people and their parents. How did we get into this financial mess of delayed dreams and repayment horror stories?
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Emotional Investor
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We are all emotional investors, whether we realize it or not. What emotions do you experience when making investment decisions?
Read MoreFinancial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreOnline Tax Accounts
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Friend or foe, technology is here to stay so let’s use it to our benefit!
Read More10 Tips for a Financially Happy Marriage
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Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MorePlan the Wedding of Your Means
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The Millennial generation, on average, is waiting longer to get married than most previous generations. Here is a list of 5 things you should consider to keep from overspending for your wedding.
Read MoreFinancial Spring-Cleaning Tips
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Tax season is wrapping up and spring flowers are tempting us outside. Were you frustrated trying to gather documents to file that return? Financial spring cleaning can actually save you money.
Read MoreAdulting 101: Building Good Credit
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Your credit score affects more than just your ability to borrow money. Learning how to use credit responsibly is crucial to building a good credit history and keeping your credit score in a good range. Here are four tips to follow.
Read MoreThe Iced Tea Story
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Small changes to your daily spending habits can make a dramatic difference in your financial wealth.
Read MoreMaximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read More2021 Tax Filing Tidbits
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Filing season for the 2021 income tax year has begun. Here are some tax tidbits for you.
Read MoreThe Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreSuccess Requires Knowing Yourself
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How would Freud characterize your financial personality?
Read MoreWhat You Need to Know Before You Advance
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Things to consider before taking an advance on your inheritance.
Read MoreBe Your Own Investing Cheerleader
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If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
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