News

26
Feb

How to Get Organized for Tax Season

It’s that time of the year again when taxpayers must organize their finances, prepare their paperwork, and file their annual tax returns. Getting organized for tax season may seem challenging, but with the proper planning and tools, it can be manageable—even easy. This article shares some valuable tips for preparing to navigate tax season appropriately.

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19
Feb

President’s Day- Financial Lessons from Past U.S. Presidents

On a day dedicated to acknowledging the services of our nation’s past presidents, it’s also an opportunity to glean key financial lessons from their experiences and practices retrospectively.

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12
Feb

Financial Resolutions Check-in: Are You Making Progress?

As we navigate the year, we must pause and reflect on our progress, particularly concerning the New Year’s resolutions and financial resolutions we set at the beginning of the year. A check-in gives us a rush of accomplishment, a clearer understanding of our goals, and a rejuvenated drive to work toward them.

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