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February 29, 2024
Adapting Your Business to Changing Times

When the economy fluctuates, business owners do their best to access the situation and adapt. Here are six questions that can help you take stock of your business operations, formulate new strategies, and find innovative resources to help improve the efficiency and economy of your business.

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February 16, 2024
Time to Revisit Your New Year's Resolutions

If your New Year’s resolutions contained a desire to get your overall finances in order, you might consider that budgeting should always be the centerpiece of your financial resolutions. Here are some ideas that can help you come up with a plan to succeed with your goals.

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February 6, 2024
Tax Implications from Capital Gains

It’s not just about how much money you make, but how much you keep. Understanding the nuances of capital gain taxes and making informed decisions can help you optimize your financial outcomes. This article explains short-term vs long-term capital gains and offers some strategies to minimize taxes.

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February 6, 2024
February is a Great Time to File Your Taxes

Here are tax tips to help you make sure your money is working for you, not Uncle Sam. The first step is to start filing as early as you can, making February a great time to receive a refund quickly. There are other options outlined if you owe taxes or cannot make the April 15th deadline, along with ideas on how to avoid penalties and fines.

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January 16, 2024
Money Mistakes that Young Professionals Can Make

We all need to be mindful of our finances and avoid common money mistakes that can have long-term consequences. Being aware of these pitfalls early in your career can build a life-long foundation of healthy habits with your money. Here are some proactive tips that can help you and your family create a more secure financial future.

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January 16, 2024
Assess the Health of Your Business

Taking a closer look at your company’s internal operations and external environment may help you avoid costly mistakes, improve your management practices, and refine your long-term strategic goals. There is an analysis tool that can help you hone your business strategy and strengthen your position in the marketplace.

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January 6, 2024
Time to Reassess Your Portfolio

Market swings often prompt investors to reassess their portfolios. Instead, regular review of your portfolio is helpful to remain aligned with your financial objectives. Maintaining a regular investment program and balancing your portfolio to account for a comfortable risk level are important to the overall success of your financial strategies.

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December 29, 2023
Build Your Financial Foundation

Successful money management requires regular reviews. Each year, you should pull all your records together and take a close look at your entire financial picture. Here are six steps that can help you put your financial affairs in order so that your financial foundation will be strong.

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December 15, 2023
Examining Your Ghosts of Christmas Past

Analyzing your past financial decisions is essential to changing behaviors. Once you take that difficult but transformational journey into the past, you can begin to see reality with new clarity through the help of others. Take a lesson from Scrooge’s transformation.

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December 12, 2023
Top 5 Year-End Financial Planning Tips

There are some basic ways you can go into the coming new year with a financial plan that can significantly impact your financial health and set the stage for a more prosperous future. Consider these 5 year-end planning tips to review your financial status before the calendar flips.

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