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8 Smart Money Moves to Make Before the New Year
November 15, 20212022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement…
The Results of the Stimulus Bill and Consumer Price Inflation Report
November 15, 2021What does the stimulus bill mean for you in the markets? All that and more on this week’s market report. The S&P was up 0.3%. NASDAQ had a big drop and came back was off 0.7% for the week. The…
Financial Tricks not Treats
November 1, 2021In this special Halloween episode, find out 5 tricks that you need to be wary of when it comes to your finances. From bad investments, paying excessive fees, or getting duped by fraudsters, these tricks can have a bigger impact…
Markets Hits All Times Highs
November 1, 2021The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay…
How to Ask Your Parents about their Finances
October 11, 2021Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your…



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