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Smarter Ways To Use Your 2020 Tax Refund

You’ve filed your taxes and are expecting a big refund check, now what comes next? Receiving a refund often feels like an added payday, and it can be incredibly tempting to spend it on a new gadget, spring clothing line, or a weekend getaway — all things that you don’t really need.

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5 Effective Ways to Build Wealth

Money doesn’t grow on trees — we all know that. But money does grow with discipline, time, goals, and a sustainable journey supporting it. With the pandemic, 2020 may have been a rough financial year, so how can you start 2021 with a fresh perspective? It’s all about sticking to a financial plan that helps you achieve your long and short term goals and dreams. It’s not always easy (or fun!), but it’s all worth it in the end.

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4 Smart Money Moves to Make This December

2020 has been a rollercoaster ride for most of us, and while it may be tempting to avoid money matters and celebrate the arrival of a brand new year, investing a few hours in some intentional money moves will keep your financial goals on track.

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How To Make The Most Of Your Benefits Package

Each fall, you typically have the option to review and adjust your benefits during an open enrollment period. This is the time to check-in and make any necessary changes to your health or life insurance coverage, beneficiary designations, and even retirement contributions.