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Year-End Tax Planning Tips to Reduce Your Tax Bill

Year-End Tax Planning Tips to Reduce Your Tax Bill

by Stephanie Cupp | Dec 3, 2024 | Uncategorized

As the year winds down, it’s time to think about year-end tax planning. Proactive strategies can reduce your tax bill, allowing you to keep more of your hard-earned money. Whether you’re an individual taxpayer or a small business owner, taking action before December...
Top Financial Mistakes to Avoid in Your 30s, 40s, and 50s

Top Financial Mistakes to Avoid in Your 30s, 40s, and 50s

by Stephanie Cupp | Nov 2, 2024 | Uncategorized

Your financial journey evolves as you age, and each decade presents unique challenges and opportunities. Unfortunately, financial mistakes made during any of these stages can have long-lasting impacts on your financial health. Let’s break down the common pitfalls to...
How to Balance Saving for College and Retirement

How to Balance Saving for College and Retirement

by Stephanie Cupp | Oct 2, 2024 | Uncategorized

Saving for your child’s college education while saving for your own retirement at the same time can be overwhelming — but it doesn’t have to be. The key to success is having a separate and discrete plan for each financial goal.  That being...
Understanding and Improving Your Credit Score

Understanding and Improving Your Credit Score

by Stephanie Cupp | Sep 9, 2024 | Uncategorized

Your credit score is more than just a number; it’s a key to unlocking various financial opportunities and ensuring stability in your financial life. Whether you’re planning to buy a house or secure a car loan, understanding and improving your credit score can...
Does Your Small Business Need A Financial Advisor?

Does Your Small Business Need A Financial Advisor?

by Stephanie Cupp | Jul 1, 2024 | Uncategorized

Many entrepreneurs start their own business to follow their dreams and fulfill their passion. Others choose small business ownership to achieve financial freedom or create their ideal workspace. Regardless of your reasoning, there is one thing all small business...
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Recent Posts

  • Maximizing Your 401(k): Tips for Each Stage of Your Career
  • The Importance of Building an Emergency Fund
  • What a GOP-Controlled Congress Could Mean for the Tax Landscape
  • Estate Planning 101: Protecting Your Legacy
  • Good Debt and Bad Debt: What’s The Difference?
  • Year-End Tax Planning Tips to Reduce Your Tax Bill
  • Top Financial Mistakes to Avoid in Your 30s, 40s, and 50s
  • How to Balance Saving for College and Retirement
  • Understanding and Improving Your Credit Score
  • Social Security: 4 Surprising Ways To Lose Your Benefits
  • Does Your Small Business Need A Financial Advisor?
  • What To Do With An Inheritance
  • What Is A 529 College Savings Plan?
  • Tax Day 2024: What You Need To Know
  • Key to Managing Money in Retirement

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