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Spring Clean Your Finances: How to Refresh Your Budget and Savings Goals
March 17, 2025

Spring is the perfect time to declutter your financial life and set fresh goals. Just as you clean out your home, you can take steps to refresh your budget, eliminate unnecessary expenses, and create a stronger financial foundation. Tackle these spring cleaning steps to give your finances a boost. 1….

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Tax Season Tips: Smart Moves to Boost Your Refund Before Filing
March 10, 2025

As the tax deadline approaches, there are still ways to make the most of your return. With a few strategic moves, you can reduce your taxable income and potentially increase your refund. Consider these last-minute steps before filing your taxes. 1. Contribute to Retirement or Health Savings Accounts If you…

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Key IRS Tax Changes for 2025: What You Need to Know
February 10, 2025

Now that 2025 is well underway, it’s important to stay informed about tax updates that may affect your financial planning. With adjustments based on inflation, certain tax limits and deductions have changed, potentially impacting your budgeting, savings, and insurance strategies. Standard Deduction Increases The IRS has raised the standard deduction…

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Making the Most of an Unexpected Financial Windfall
February 3, 2025

Receiving an unexpected financial boost—whether from a raise, tax refund, inheritance, bonus, or other surprise funds—can feel like a great opportunity to indulge. While treating yourself is important, making smart financial choices with these extra funds can create lasting benefits for your future. 1. Reduce High-Interest Debt If you carry…

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