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LATEST BLOG POSTS
Creating Financial Goals as a Couple
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about....
Tax Document Checklist
It's tax season and you don't want to miss an important receipt or form. Collect your tax documents using this checklist as a guide. Using a tax organizer or last year's tax return, sort your tax records to match the items on your tax return. Here is a list of the...
6 Ways to Cut Your Everyday Expenses
Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result of being too busy, traveling or simply...
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