The Big Decisions Matter: How Major Choices Impact Your Financial Well-Being
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The Big Decisions Matter: How Major Choices Impact Your Financial Well-Being

Regarding financial health, it’s not the daily $3 coffees that make or break your bank, but the colossal choices—your house and how you handle your student loans. These aren’t just purchases but pivotal financial decisions that determine your economic stability. Spring Into Action: The House Selling Season Is Here As the spring house selling season…

The Clock’s Ticking: Your Last-Minute Guide to Tax Extensions and Payments
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The Clock’s Ticking: Your Last-Minute Guide to Tax Extensions and Payments

Tick, tock. It is Friday; the weekend is upon us! And so is Tax Day, April 15th. The deadline is less than 72 hours away, and this Monday may feel like a countdown to doomsday for taxpayers who need an extension and owe taxes. The stroke of midnight on April 15 doesn’t have to spell…

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Unlocking the Power of Your HSA: More Than Just a Savings Account

How much is needed for healthcare costs in retirement? It’s a question that looms large for anyone planning their financial future. According to the Fidelity Retiree Health Care Cost Estimate, a staggering figure emerges: a single person aged 65 in 2023 may need to save approximately $157,500 (after tax) to cover health care expenses in…

Does Your Business Have An “Ashley”?
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Does Your Business Have An “Ashley”?

I recently had an eye-opening experience returning from a quick weekend getaway with Tina. The Wi-Fi was not working during our flight back, and I rediscovered an old game I hadn’t played in several decades.  (the book I had with me was completed on the previous flight) Solitaire Boredom solved! I struggled to recall the…

Mastering the Backdoor Roth IRA: A Comprehensive Guide
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Mastering the Backdoor Roth IRA: A Comprehensive Guide

Fear not if you’ve found yourself hitting the income limits for direct Roth IRA contributions. The Backdoor Roth IRA might be your ticket to tax-advantaged growth. In this step-by-step guide, we’ll walk you through the process, from laying the groundwork with a traditional IRA to navigating the conversion to a Roth. Plus, we’ll highlight key…