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6 Hacks to Make New Year’s Resolutions Stick
Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a...
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Here’s How to Get a Faster Refund This Tax Season
With delays in tax returns over the past couple of years, as the IRS tries to catch up from the backlog and recover from shutdowns, many people are anxious to get their tax returns as fast as possible. Whether you need your...
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The Roadmap to Home Ownership
Home ownership is one of the greatest opportunities for establishing a stable financial future. It’s also one of the biggest decisions you’ll make in your life.If you prepare properly, you’ll be able to find a home...
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Protecting Your Tax Identity Doesn't Have to Be Taxing
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common...
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Understanding Compound Interest and Its Impact on Your Financial Goals
Anyone involved in financial matters of any kind will have to deal with interest, either working for or against you. A quote often attributed to Albert Einstein provides readers with insight into the benefit or crutch of interest...
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Year-End Planning Considerations For Business Owners
The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...
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Appropriate Checklists for Year-End Tax Planning
What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...
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A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement
Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...
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Countdown To Investing in the New Year: 10 Questions To Ask Yourself
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans...
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5 Year-End Tax Planning Questions to Ask Your Financial Professional
The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...
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A Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...
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Resources for First-Time Entrepreneurs
For many people, entrepreneurship is the ultimate American dream. Five years ago, there were already more than 25 million Americans running their own businesses.1 And with the COVID-19 pandemic leading many W-2 workers to...
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What the Mid-Terms Might Do to the Stock Market
The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain...
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5 Key Steps To Help Women Strengthen Their Business and Their Retirement
5 Key Steps To Help Women Strengthen Their Business and Their RetirementAs a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic....
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4 Ways to Save for Retirement Without a 401(k
4 Ways to Save for Retirement Without a 401(k)You are not alone if you do not have access to a 401(k) retirement plan. Pew Research data reveals that 35% of private-sector employees do not work for an employer that offers a plan.1...
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