5 Ways to Make the Most of Your Tax Refund

5 Ways to Make the Most of Your Tax Refund

03/01/2024

It's that time of year again - tax season is upon us and refunds are hitting accounts! If you're in store for some cash back, consider these ways to really make the most out of your hard-earned funds.

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Why You Should Review Your Insurance Policies for a Strong Start to the Year

Why You Should Review Your Insurance Policies for a Strong Start to the Year

01/03/2024

Why should you bother reviewing and updating your insurance policies at the beginning of the year? Well, think of it like giving your financial safety net a little tune-up. Life doesn't stand still, right? Many things can happen over the course of a year to cause your insurance situation to change.

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Tips to Ace Your Financial New Year's Resolutions

Tips to Ace Your Financial New Year's Resolutions

01/02/2024

We all know the drill: January rolls in, and we're motivated to set financial goals that could turn our lives around. But, how often do these goals stick? Not as often as we'd like. Well, let's flip the script this time. Here's the lowdown on creating financial goals that you will see through.

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Tackle Year-End Tax Prep With Confidence

Tackle Year-End Tax Prep With Confidence

11/01/2023

As the year winds down and we start getting cozy with sweaters and hot cocoa, it's also time to talk about end-of-year tax prep. We know tax prep can be a snooze, but by planning ahead and making some moves now, you can save big time when it comes to filing.

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FAQ: How Can I Protect Myself from Scams?

FAQ: How Can I Protect Myself from Scams?

11/01/2023

Scammers are getting increasingly sophisticated - crafting emails, texts, and other communications that look like they're from brands and businesses you know and trust. So, how can you steer clear of these scams? We've got a few tips to help!

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