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Spring Cleaning Your Finances to Lower Your Expenses

  We have all heard about Spring Cleaning and when most of us hear it we immediately think of the dreaded task of cleaning our homes.  Just thinking about it can be overwhelming and frustrating.  There are not many people I know that value and get a great deal of joy out of cleaning. T …

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FanSaves with Kris McCarthy, Episode #124

Kris McCarthy is the Co-Founder and COO of FanSaves. Kris played seven years of professional hockey and won two Championships before transitioning into the front office. He served as the Director of Sales for Two Minor League hockey teams in 2017. That’s when he and Shannon Ferguson came ac …

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Fresh Starts Registry, Episode #123

Olivia Dreizen Howell is the co-founder of Fresh Starts Registry, the first-ever support registry and resource guide for anyone navigating life changes, including divorce or breakup, moving, career changes, stepping into your truth, or starting again after grief. When Olivia got married at …

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Smart Marketing Dollars with Skye Warren, Episode #122

Skye Warren is a New York Times bestselling author in the dangerous romance subgenre, and her works include “The Endgame Trilogy.” Skye shifted from starving a artist to a successful author and is always looking to share her knowledge and experience with others in the profession. Skye under …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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