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Category: Take Charge of your Finances
Take Charge of your Finances
May 11, 2026
What I Wish I Knew About Money as a Teen: Successful Investing
Take Charge of your Finances
May 4, 2026
Are Medical Expenses Tax-Deductible?
Take Charge of your Finances
April 27, 2026
What I Wish I Knew About Money as a Teen: The Basics of Inflation
Take Charge of your Finances
April 15, 2026
When and How to Use a DAF or QCD in Retirement
Take Charge of your Finances
April 6, 2026
Tax Filing Mistakes We See and How to Avoid Them
Take Charge of your Finances
March 26, 2026
The “Augusta Rule”: A Tax Opportunity Inspired by The Masters
Take Charge of your Finances
March 9, 2026
What I Wish I Knew About Money as a Teen: Building Credit and Managing Debt
Take Charge of your Finances
February 9, 2026
What I Wish I Knew About Money as a Teen: How to Budget and Save Without Feeling Broke
Take Charge of your Finances
February 2, 2026
Your Financial Planning Checklist for 2026
Take Charge of your Finances
Podcast
January 28, 2026
Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253
Take Charge of your Finances
January 5, 2026
Key Financial Numbers for 2026 and Why They Matter
Take Charge of your Finances
December 22, 2025
2026 Retirement Contribution Limits: What You Need to Know
Take Charge of your Finances
December 8, 2025
Your 2025 Year-End Financial Checklist
Take Charge of your Finances
October 13, 2025
What I Wish I Knew About Money as a Teen
Take Charge of your Finances
August 4, 2025
Adding a Legacy Contact to Your Cell Phone
Take Charge of your Finances
June 30, 2025
Financial Tips for Women: Be an Intentional Spender
Take Charge of your Finances
June 9, 2025
Identity Theft Prevention
Take Charge of your Finances
June 4, 2025
Inheriting a Traditional or Roth IRA in 2025: What You Need to Know
Take Charge of your Finances
April 28, 2025
The Importance of Beneficiary Designations
Take Charge of your Finances
April 14, 2025
Types of Savings Accounts to Consider for Your Children
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