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Category: Take Charge of your Finances

Can I really earn 9% on I bonds?
Take Charge of your Finances

Can I Really Earn 9% on I Bonds?

Health savings accounts
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Health Savings Accounts: Mid-Year Changes and the Last Month Rule

Are you retiring within the next 5 years?
Take Charge of your Finances

Are You Retiring Within the Next 5 Years?

Don't make these mistakes when starting your 401k
Take Charge of your Finances

Don’t Make These 5 Mistakes When Starting Your 401k

2022 Contribution Limits
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2022 Contribution Limits

When will you have everything you need for tax filing season?
Take Charge of your Finances

When Will I Have Everything I Need to File My Taxes for 2021?

How money scripts impact retirement decisions
PodcastTake Charge of your Finances

How Your Money Memories Can Impact Your Retirement Decisions, Ep #155

Buying a car in a pandemic
Take Charge of your Finances

Buying a Car in a Pandemic? Here’s What to Know

Take Charge of your Finances

Top 5 Blog Posts from 2021

Take Charge of your Finances

Starting Off on the Right Financial Foot: 5 Questions When Starting with a Financial Advisor, Ep #154

Take Charge of your Finances

What to Consider When Reviewing Your Estate Documents

Take Charge of your Finances

Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes

PodcastTake Charge of your Finances

Year-End Tax Strategies to Consider Now, Ep #151

Take Charge of your Finances

What to Do if You Contribute Too Much to a 401k

Take Charge of your Finances

How the American Families Plan Could Impact You and Your Taxes, Ep #147

Take Charge of your Finances

Debt Ceiling Déjà Vu

Take Charge of your Finances

Everything You Need to Know About Roth IRAs

Take Charge of your Finances

The 4 Mistakes Tech Employees Make With Their RSUs (And How to Avoid Them)

Take Charge of your Finances

Financial Planning Strategies for Grandparents, Ep #145

Take Charge of your Finances

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