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Annual Financial Checklist

Annual Financial Checklist

The actions you take today, and over the next few months, can have large impacts on your financial wellness (and maybe even your tax bill in April).

Insurance: How to Protect Your Loved Ones

Insurance: How to Protect Your Loved Ones

In life, sometimes the unexpected happens. Accidents, injury, illness, and sometimes greater tragedies. It’s common that these are things people don’t like to talk about, let alone plan for. But the reality is, if something happens to you, there are financial...
How to Pay for Education

How to Pay for Education

As we find ourselves on the downward slope of summertime, many of us continue on with relatively no change in schedule or duties. We’ve checked off the boxes of family or solo vacation, sunburn, yard work, and complaining about the weather (I’m in Texas and it’s very...