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January, 2015

4 Money Blunders That Could Leave You Poorer

4 Money Blunders That Could Leave You Poorer A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth […]

When Judging Financial Advisers, Look Beyond the Annual Return

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MONTHLY ECONOMIC UPDATE – JANUARY 2015

THE MONTH IN BRIEF December certainly looked like it was going to be a trying month for the market, but then Wall Street got a little help from the Federal Reserve. In its December 17 policy statement, the central bank told the world that it would be “patient in beginning […]

Getting a Jump on Tax Season

What should you bring to your preparer? You can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in filing your 1040 well before April 15. You can get it out of the way earlier, and if […]