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Financial Tips

Changes in Store for 2020 Income Taxes
August 17, 2020

This year appears to be a time of rapid change in every area of our lives. Even our income taxes will be shifting in 2020! Here is what you can expect. Stimulus payments. Economic impact payments, distributed by the IRS in response to the coronavirus pandemic, went out to millions…

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The Top 8 Financial Mistakes that People Make
June 1, 2020

We all know at least one retiree who says, “If I could do it all over again, I’d do things a lot differently”. Everyone makes mistakes, of course, but we hope to avoid some of the bigger ones that lead to financial regrets. Since we should always strive to learn…

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Be on Guard Against Coronavirus Scams
May 11, 2020

Falling victim to a scam is the last thing you need right now. Unfortunately, there will always be con artists who prey on innocent people during times of duress, so your best defense is to learn the signs of a scam and be on guard against them. Economic impact payment…

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The Deadline for Federal Income Tax Returns Has Been Extended
April 6, 2020

During most years, many of us rush to complete our federal income tax returns at the very last minute. This year, the stress feels more pressing than usual, with many of us under both personal and financial pressure due to the coronavirus epidemic. Fortunately, the IRS has responded to the…

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How is the Coronavirus Outbreak Impacting the Economy?
March 9, 2020

You’ve seen the public health warnings on TV, and you might have noticed empty spots on your local grocery store shelves. But how much is the coronavirus outbreak really expected to impact the economy? Is remembering to wash your hands your biggest worry right now? Consider the numbers. For a…

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7 Signs That You’re Overextending Your Credit
November 12, 2019

Many people have a mortgage, and often a car payment as well. On top of that, using credit cards for certain purchases is sometimes necessary or even a smart idea. Borrowing isn’t always a bad idea. But some people do overextend their credit, and can cause damage to their long…

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5 Reasons to Work With a Financial Advisor
October 14, 2019

Thanks to readily available information on almost any topic, the do-it-yourself culture has exploded in popularity. Bloggers and YouTubers offer up an array of advice on almost any topic imaginable, making it easy to attempt to tackle almost any problem you might experience. But when it comes to financial planning,…

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7 Steps to Follow When Receiving a Lump Sum of Money
October 7, 2019

We all like to fantasize about what we will do if we win the lottery, hit the jackpot in Vegas, or receive a surprise inheritance. So you might think you already have a plan in place, in the event of a sudden windfall of cash. Quite often, the lump sum…

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Why You Should Consider Using Credit Instead of Debit
September 15, 2019

Often we focus on saving and planning for the future. But spending your money wisely is another important facet of financial planning. So, let’s switch gears, and talk about why credit cards are preferable to debit cards in most circumstances. Reduce the risk. Using any card opens you up to…

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5 Types of Insurance You Should Never Overlook
August 19, 2019

We all love to save a bit of money when we can, by cutting unnecessary expenses out of our budgets. But while your cable subscription, streaming service, or daily coffees might worthy items for the chopping block, there are other expenses you might want to keep. Insurance protects you from…

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