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6 Step Guidebook to Setting Achievable Financial Goals Thumbnail

6 Step Guidebook to Setting Achievable Financial Goals

If you have a financial milestone you’d like to start preparing for, it’s important to begin with a plan. Evaluate your current needs and spending habits to develop a realistic goal and plan of action based on your unique financial picture.

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When Treed by a Bear  Thumbnail

When Treed by a Bear

The market has been more bear-like than bull like this month leaving every investor with a little more angst than usual. What does this mean?

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The SEP IRA  Thumbnail

The SEP IRA

Powerful tools don’t need to be complicated and they are even more helpful when they provide flexibility. Let’s take a look and see how the SEP IRA offers a small business owner the power to save and potentially deduct a lot of money while alleviating any mandatory contribution requirements.

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