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May 12, 20224 min read
How to Avoid Debt and the Estimated Tax Payment Trap
1099 contractors and small business owners are often victim to the The estimated tax trap. Here's how you can avoid it.


Apr 22, 20224 min read
4 Barriers to Building Wealth that a Financial Advisor Can Help You Avoid
There are four common mistakes that can bar you from the wealthy future you want. Find out how a financial advisor can help with each.


Mar 23, 20226 min read
10 Things to Do Before You Put Your Rental Home on the Market
There are many moving parts that will affect the success of your rent property and, ultimately, the profit off your investment. Check out ou


Feb 21, 20225 min read
Taxes 2022: Your Guide to Filing & a Fast Refund
Being organized and preparing early is more important than ever this tax season. Here’s everything you need to know about filing in 2022.

Jan 19, 20224 min read
Should You Save Your Money or Invest It This Year?
Check out the pros and cons of both saving and investing so you can make more informed decisions as to where to put your money this year.


Dec 6, 20215 min read
6 Year-End Tax Planning Tips to Help You Save in 2021
As you start your year-end tax planning, use these six tips to help you maximize your deductions and reduce your exposure to future taxes.


Nov 5, 20212 min read
What You Need to Know About Open Enrollment
As you begin your open enrollment journey for 2022, make sure you understand the options and what's important to you with these 3 coverages.


Oct 4, 20213 min read
Everyone needs Term Life Insurance… Here’s How to Evaluate Your Need.
As we navigate life, we’re faced with so many decisions and choices that influence both ourselves and our loved ones. But the questions...


Aug 25, 20213 min read
5 Smart Ways to Come Up with a Down Payment for an Investment Property
When it comes to real estate investing, pulling together enough money for a down payment is one of the biggest obstacles to buying. We...


Jul 20, 20213 min read
Should I Own a Vacation Home?
If you’re sick of paying high rental prices or you want to earn a little extra income, consider this before you buy a vacation home.


Jun 16, 20215 min read
5 Steps to Get Started in Real Estate Investing
Financial independence is more attainable than most people think. And investing in real estate is a phenomenal way to turn average wealth...


May 23, 20213 min read
Three Simple Steps to Control Your Debt
No one likes that feeling of being indebted to someone else — especially when it comes to money. When you’re in debt, it can feel like...


Apr 22, 20212 min read
Top 4 Wealth Creating Books
I enjoy reading financial books but most people can't say the same. There are a plethora of financial books you can choose from.

Mar 11, 20212 min read
Is It Time for a Roth?
There are all kinds of retirement accounts but one that has been building steam since 1998, with no signs of stopping, a Roth IRA.

Feb 22, 20211 min read
Pay Your Future Self FIRST!
All of us work and work very hard to have those things we cherish most. As you move up the income scale, pay your future self first...
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