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What happened to my tax refund?

April 15 has come and gone. Hopefully you did not find yourself in sticker shock when you signed your tax return this year, but if you did you’re not alone.  I have heard a lot of people say their refund was not as much as usual, or they actually owed [...]

By |April 24th, 2019|Categories: Taxes|

Investing lessons from tough times

A few weeks ago we noted the 10-year anniversary of the stock market low of March 9, 2009. As one might expect, others have considered this too from various perspectives. The most insightful I have seen yet is How the Financial Crisis Has Affected Individual Investors 10 Years Later by [...]

By |April 17th, 2019|Categories: Personal Finances|

Secrets of wealth aren’t so secret

Today, in many circles it has become culturally acceptable to vilify millionaires as somehow evil or not worthy of the wealth they have accrued. Young people in particular have bought into the lie that in the interest of fairness, wealth should be taken from those who have built it and [...]

By |April 10th, 2019|Categories: Personal Finances|

An alternative on health-care costs

For many of us struggling with the continuing growth of health-care costs, the fear of an unforeseen medical expense occurring is ever-present. This past fall, my oldest son fell while on the dreaded monkey bars and broke his arm. Aside from the pain of seeing my first-born injured, the pain [...]

By |April 3rd, 2019|Categories: Community, Insurance|

Ways to reduce your tax bill

Taxes are top of mind this time of year.  In a world where we have little control, especially when it comes to stock market returns, it’s important to focus on what you can control.  Taxes are one of those areas that you can greatly improve your overall financial health.  Small [...]

By |March 27th, 2019|Categories: Taxes|
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