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Blogs

Understanding Tax Scams

Bill Summers | Feb 21, 2022
Categories
Tax Planning

Easy Tips to Take Time Off Taxes

Bill Summers | Feb 14, 2022
Categories
Tax Planning
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Bill Summers | Feb 7, 2022
Categories
Finance
Mother and daughter cooking and laughing

Making the Most of Your Tax Refund

Bill Summers | Jan 31, 2022
Categories
Tax Planning
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Why Financial Professionals Are Still Important

Bill Summers | Jan 24, 2022
Categories
Robo Advisors
Finance
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Bill Summers | Jan 17, 2022
Categories
Finance
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The Basics of Keeping a Balanced Investment Portfolio

Bill Summers | Jan 10, 2022
Categories
Investments
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Money Management 101: Tips for Your Kids Entering the Workforce

Bill Summers | Jan 3, 2022
Categories
Savings

Financial Resolutions: 7 Tips to Keep You Accountable

Bill Summers | Dec 27, 2021
Categories
Finance
Savings
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Why You Need an Investment Philosophy

Bill Summers | Dec 20, 2021
Categories
Investments
Finance
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Bill Summers | Dec 13, 2021
Categories
Retirement
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Retirement as a Single Woman

Bill Summers | Dec 6, 2021
Categories
Retirement

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