Financial Planning

This section is all about general financial planning.

Tax Time Worries:  3 Reasons You Should Let a Professional Handle Serious Tax Concerns

Because of the many software programs and online tax prep applications available today, many people today regularly file their own tax returns rather than seek professional assistance from an accountant. Some people have very simple returns, such as if you only have one W2 and no other relevant information that needs to be reported on …

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credit

On the Right Track: Are You Doing Everything Possible to Keep Your Finances Secure?

Credit is key to having stable, secure finances, yet many people do not understand how having good credit can impact their lives every day.  There are some basic steps that everyone can do to ensure they stay on the road to good credit and secure finances. Bad credit can cause, at the minimum, higher interest …

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money-loans

Covering the Now: Do You Have an Emergency Plan?

No one wants to imagine worst-case scenarios. Unfortunately, emergencies are inevitable, and when they do occur, it’s imperative to be prepared. Preparation means having a financial plan that will cater to your unforeseeable future, especially emergencies that have to do with injury, illnesses, or job loss. For these kinds of events, your best line of …

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