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Your February Financial To-Do List

Category Archives: Tip of the Month

Your February Financial To-Do List

January has come and gone. You may or may not have stuck to your resolutions, but the good news is that February is here. Now is the perfect time to hunker down and get your monetary ducks in a row. … Continue reading

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How a No-Spend January Can Kickstart Your New Year

Here we go again. The new year is approaching and those resolutions are staring us in the face – and the most common? Saving money. In fact, according to YouGov, this is the most important resolution for American adults. Now … Continue reading

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4 Smart Ways to Maximize Your IRA Contributions

Unless you’re near retirement, chances are you’re depositing a certain amount of cash each year in your IRA at tax time, then kind of forgetting about it, not thinking much about it until the next year. This dynamic can cost … Continue reading

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7 Smart Saving Strategies for Retirement

Next year, something called Peak 65 is happening. This moniker refers to the fact that more Americans will reach the traditional retirement age of 65 in the same year than at any time in history. Crazy, right? However, many of … Continue reading

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How to Organize Your Tax Documents

Since tax time isn’t until next April, organizing your documents right about now might not be top of mind or even something you want to do. However, if you don’t want to have to scramble come springtime, you might want … Continue reading

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How to Write an Awesome Accounting Bio

Even though numbers are probably the biggest thing in an accountant’s wheelhouse, getting people in the door with the right words in your bio can make all the difference in the world. Here are a few tips to make sure … Continue reading

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7 Best Money Moves for 2023

In light of our current economy, making sure your money works hard for you is one of the best things to do this year. Here are some ways you can navigate your financial situation, keep tabs on where you are, … Continue reading

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