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April 20, 2021
5 Ways to Build a Better Tax Plan

Here are some strategies to consider helping your financial plan become more tax-efficient.

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April 12, 2021
Contribute to an IRA Before the May 17th Deadline

Tax rules are ever-changing. A new deadline is looming for contributions to an IRA. Now taxpayers of all ages may be able to claim a deduction of on their 2020 tax return for their IRA made through May 17, 2021. More details can be found in this article.

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April 6, 2021
A Shopper's Guide to Tax Consultants

If your finances have become more complicated, hiring a professional tax preparer might be less stressful and less costly than risking possible errors by wading through the forms on your own. This article contains some ideas to consider.

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March 30, 2021
A Budget Can Help Boost Your Family’s Savings

In difficult economic times, many young couples and families may find themselves wondering where their money goes. Faced with income constraints and competing demands for their money, many people simply spend what they must on necessities and save whatever happens to be left over. Or they spend all of their wages trying to make ends […]

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March 24, 2021
Celebrating Women’s History Month with Hetty

Hetty Green was easily the richest woman in the world during her lifetime. This article takes a look at her life and investing philosophy.

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March 19, 2021
Tax Day for Individuals is Extended to May 17th

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17th, giving individuals and businesses another month to file and then pay the government what they owe. Should you delay or not?

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March 16, 2021
Focusing on Your Finances

Each year, strive to increase your net worth and keep your expenditures under control. This article gives you a couple of easy to create budget tools that demonstrate where you are today and can help you make important financial comparisons in the future.

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March 8, 2021
Tips for Women to Build Financial Independence

Every woman needs to balance her financial past with her financial future. Here are some tips to help you with the management of your personal finances so you can look towards the future and start building financial independence.

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March 2, 2021
10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They can help themselves over the long term by avoiding several key errors. Here are the 10 most common millennial money mistakes as observed by a wealth advisor.

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February 14, 2021
A Valentine's Day Couple - Susanna and Jason

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]

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