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Category: Take Charge of your Finances

Take Charge of your Finances

The Best Laid Plans

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Account Consolidation

Budgets Can Make You Rich
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How Budgeting Can Make You Rich

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Checking Up on Your Budget

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Fighting Elderly Fraud

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Five Things to Know Before Exercising Your Stock Options

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A Financial Planner’s Estate Planning Journey

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Take Control of Your Taxes

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Why You Should Use a Health Savings Account

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Lessons from The Millionaire Next Door

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What Do Investments and Baseball Have in Common?

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What Are You Waiting For?

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Inheritance – 3 Steps to Handle the Details

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How Much Did You Spend Last Year?

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What a Ski Vacation and Investing Have in Common

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Plight or Flight: How fear can impact your investments

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Top 4 Must Reads for February

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4 Ways to Go Broke in Retirement

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Protecting your Identity

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High Earners Can Still Get Into a Roth IRA

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