Category: Personal Finance
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Printable Bill Pay Checklist
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We Offer Personal Financial Planning Services
We offer six essential categories of personal finance planning exclusively for our clients.
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Strategies to Lower Your Property Tax Bill
Property taxes are an unspoken burden of homeownership. Even after you pay off your mortgage, the tax bills keep coming…
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Deducting Contributions to Charity
Those of you that are retired, taking minimum distributions and you also give to charity but you don’t itemize, you’re…
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What You Need to Know about the Gift Tax
Iif you give less than $15,000 in 1 year, you don’t have to fill out any paperwork. If you give…