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Each month we post a quick tip, providing resources to create a better quality of life for you and your finances!

Three Ways to Pay Uncle Sam Less! Thumbnail

Three Ways to Pay Uncle Sam Less!

Three Ways to Pay Uncle Sam Less! Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.

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Gearing Up For The New School Year  Thumbnail

Gearing Up For The New School Year

Gearing Up For The New School Year. With that in mind, I thought I’d pass on a few tips and suggestions to help the children or grandchildren in your life have a more successful school year. Perhaps some of these will speak to you.

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