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1. Millennial Money: 3 steps to breaking unhealthy money habits
   Some bad habits affect our physical health, like smoking, nail biting or eating too much junk food. But others take a toll on our financial health.
2. Five Simple Year-End Tax Tips to Set Up a Successful 2024
   ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
3. How Controlling Your Living Expenses Can Lead to Financial Freedom
   Many things in life are beyond our control, such as the cost of gas or groceries or when the repair guy will show up to fix the furnace. While it can
4. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
   Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
5. One-time passcodes used to be the security shield
   One-time passcodes used to be the security shield guarding your accounts. Now, they're the new target for cunning scammers. One-time passcode fraud is
6. 5 Steps to Take Before You Apply for Cyberinsurance
   Avoid missteps that can impact your coverage and premiums. Cybersecurity is a critical issue for businesses of all sizes. Partly this is because of
7. Your Guide to the Startup Costs Deduction
   Starting a new business can come with numerous organizational expenses that can add up quickly. Fortunately, the IRS offers a deduction for startup
8. 5 New Things to Note on Your 2021 Business Return
   Income taxes are a perennial chore for business owners. While many tax items—deductions, credits, etc.—have new limits for 2021 due to cost-of-living
9. A comprehensive guide to small business insurance: Here’s how to safeguard your company
   Starting your own business requires a significant investment of both time and money. Millions of people continue to step up to the challenge with 33
10. All Your Banking in One Place: 4 Reasons It’s Better
    4 reasons to consolidate your banking. Your financial institution as similar to the type of relationship you’d strive to build with a good doctor or lawyer. Work with someone who knows you, can help you identify areas for improvement, and consistently has your best interest at heart. finding a trusted institution is im