Category Archives: Planning Strategies

How to Refinance Your Home Loan

The following video is from the IRS If you are a homeowner, you probably have a mortgage. Mortgages are typically the largest loan a person has, or ever will have. This means that the rate you pay on your loan … Continue reading

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Financial Rules for Living Together

For many, getting married is just a part of life. But the percentage of those that choose to simply live together and forgo the formality of marriage is on the rise. If you are one of those who prefer simply … Continue reading

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Pay Yourself First

Saving money is important, and paying yourself first is one of the best ways to accomplish that. This allows you to set money aside for emergencies, and even plan for long-term goals. But not everyone knows the best way to … Continue reading

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Disaster Resources can Help Taxpayers Weather the Storm

The following article was published by the IRS. As summer approaches, so do storm and other natural disasters. Whether it’s a hurricane, fire, flood or tornado, it’s important for people to be prepared. One way to get ready is for … Continue reading

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Mistakes Homebuyers Make

Buying a house can often be an intense, emotional decision. But it’s also one of the biggest purchases you will likely ever make, so it’s important that you don’t make a big mistake when you do. Here are some big … Continue reading

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It’s Summertime… and These Tips can Help Make Livin’ Easy for Teens with Jobs

The following article was published by the IRS. With summer almost here, many students will turn their attention to making money from a summer job. Whether it’s flipping burgers or filing documents, the IRS wants student workers to know some … Continue reading

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Steps to Take When You Receive a Windfall of Cash

If you are one of those who are fortunate enough to receive a cash windfall in your lifetime, here are four key steps to help you be responsible with your money: Patience is key. There is no need to rush; … Continue reading

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