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Don't Make These 6 Common Tax Mistakes Thumbnail

Don't Make These 6 Common Tax Mistakes

Odds are you’re getting ready to get your taxes done. And while everybody makes mistakes, doing so on your tax return isn’t the time to make them. Here's 6 of the most common tax mistakes I see and how to avoid them.

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Creating Your Personal Balance Sheet For The New Year Thumbnail

Creating Your Personal Balance Sheet For The New Year

Whether or not you view last year as a financial success, the beginning of the year is a great opportunity to reflect and start with a clean slate for the year ahead. The best way to start the new year off right is to know where you stand NOW financially. You accomplish this by creating a personal balance sheet.

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10 Baby Steps To Win With Money Thumbnail

10 Baby Steps To Win With Money

More than half of Americans are setting a money goal as one of their New Year’s resolutions. We thought it would be helpful to provide some baby steps to help because BIG goals are always easier to accomplish with baby steps.

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Why You Should Invest Even in Peak Markets Thumbnail

Why You Should Invest Even in Peak Markets

With the stock market continuing to hit new highs, people often ask if they should wait to invest in the stock market. If they are already invested, they are worried about when the next correction will come. Here are a few thoughts on investing in today’s or any market environment.

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