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2020 Year-End Tax Moves

2020 Year-End Tax Moves

Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.

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How Kids, Teens, and Parents Can Be Financially Smart—Together!

How Kids, Teens, and Parents Can Be Financially Smart—Together!

Why is it that when the words “children” and “finances” are mentioned in the same sentence, parents brace themselves like they are about to hear the punchline to a really bad joke? Well, it may be because children and finances are often characterized as two major topics that can cause stress and frustration. Here are some activities that can be done together that can be fun and satisfying for the whole family.

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Tips for Selling Your Investment Properties

Tips for Selling Your Investment Properties

Planning to list your investment property for sale? Selling this type of property comes with a set of unique challenges. When you plan and strategize in advance, you could save yourself a lot of time and money.

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Wellness as a Financial Strategy

Wellness as a Financial Strategy

Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.

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