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Category: Take Charge of your Finances

How money scripts impact retirement decisions
PodcastTake Charge of your Finances

How Your Money Memories Can Impact Your Retirement Decisions, Ep #155

Buying a car in a pandemic
Take Charge of your Finances

Buying a Car in a Pandemic? Here’s What to Know

Take Charge of your Finances

Top 5 Blog Posts from 2021

Take Charge of your Finances

Starting Off on the Right Financial Foot: 5 Questions When Starting with a Financial Advisor, Ep #154

Take Charge of your Finances

What to Consider When Reviewing Your Estate Documents

Take Charge of your Finances

Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes

PodcastTake Charge of your Finances

Year-End Tax Strategies to Consider Now, Ep #151

Take Charge of your Finances

What to Do if You Contribute Too Much to a 401k

Take Charge of your Finances

How the American Families Plan Could Impact You and Your Taxes, Ep #147

Take Charge of your Finances

Debt Ceiling Déjà Vu

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Everything You Need to Know About Roth IRAs

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The 4 Mistakes Tech Employees Make With Their RSUs (And How to Avoid Them)

Take Charge of your Finances

Financial Planning Strategies for Grandparents, Ep #145

Take Charge of your Finances

Stop the Show!

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Should You Rollover Your Retirement Plan While You Are Still Employed?

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IRS Letters Due to the 2020 Recovery Rebate Credit

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Are You Prepared Financially for a Divorce?

Take Charge of your Finances

Tips for Avoiding a Post-COVID Spending Boom

PodcastTake Charge of your Finances

Choosing the Right Investment Vehicles to Save for Retirement, Ep #140

Take Charge of your Finances

Is Now a Good Time to Buy Rental Real Estate in the Triangle?

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