Articles and Blogs

December 28, 2022

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Comments Off on How to Switch Banks: A 9 Step Plan to Firing Your Bank

How to Switch Banks: A 9 Step Plan to Firing Your Bank

How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don't like your current bank, learn how to make the switch. It's not as difficult as you think!

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December 21, 2022

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You, Yes You - You Freaking Made It!

Guess what - You freaking made it! You hung in there and made it to the end of a rough year, celebrate!

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December 21, 2022

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Comments Off on Retirement Planning – Should You Hire A Retirement Advisor? Pros & Cons Explained

Retirement Planning - Should You Hire A Retirement Advisor? Pros & Cons Explained

Retirement Planning - Should You Hire A Retirement Advisor? Pros & Cons Explained

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December 21, 2022

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Comments Off on Tax Refund Schedule for 2023

Tax Refund Schedule for 2023

Tax Refund Schedule for 2023 - when might you expect your tax refund this year?

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December 21, 2022

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What Is Tax Liability?

What Is Tax Liability? It's the sum of taxes that you must pay as an individual to the government.

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December 19, 2022

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Comments Off on A Hawkish Fed and Shopping Slowdown Send Stocks Lower

A Hawkish Fed and Shopping Slowdown Send Stocks Lower

A Hawkish Fed and Shopping Slowdown Send Stocks Lower - learm more in our weekly market update.

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December 15, 2022

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What I Learned in 2022 (Annual Edition)

What I learned in 2022 - lessons from a financial planner about finances and life!

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December 14, 2022

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Comments Off on 10 Types of Investments and How They Work

10 Types of Investments and How They Work

10 Types of Investments and How They Work - Learn about the different types of investments and how to use them.

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