Investing

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Stay Alert! Things Change. Like Better Interest Rates[Video]

Did you know that interest rates have actually been trending higher? Which means the money you have been saving in your savings account can also be earning more.  I want to show you what this looks like and if you don’t pay attention to things like this, what can happen. Let’s just look at the…

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Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]

STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you.  Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…

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Be Sure to Stay Interested In Your Savings Accounts

Be Sure to Stay Interested In Your Savings Accounts How excited have you been to see on bank statements that you’re earning .0010% on the cash in your savings account for the past several years?  If you’re like many people it doesn’t excite you to see the small dollar amount that computes to. During this…

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[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!

Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them?  One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often.  How old are you? How much do you have saved?…

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Financial Design Studio Plan For Those You Love

Leaving a Plan For Those You Love [Video]

Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.

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Financial Design Studio Started on Investments

How to Get Started On Investing [Video]

So many people are excited about getting started on investing and seeing growth from the money they’re saving.  But one thing that is really important to remember is to have an emergency fund.  Put money aside before you start investing.  Everyone wants to buy that stock that’s going to make you money. And when you…

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