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Six Financial Best Practices for 2019

So how is  your year going so far?  Here are six financial best practices to keep in mind. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

Value vs. Growth Investing

Value vs. Growth Investing

Tolerate the Turbulence

Tolerate the Turbulence

1099 Forms

The A, B, C, and D of Medicare

Monthly Economic Update for February, 2019

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

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