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Marriage and Money Matters
Would you like to avoid or minimize money issues in your new marriage? The key is discussing expectations and priorities up front, along wit
Kimberly Stone
Feb 17, 20202 min read
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Teaching Teens About Finances
If you have a teenager, one of the best gifts you can give them is the wisdom on how to become financially responsible. Coaching them as tee
Kimberly Stone
Sep 16, 20192 min read
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Long-Term Care Insurance 101
Long-term care insurance has the same tax-favored status as regular health insurance. With the high cost of assisted living and nursing home
Kimberly Stone
May 13, 20192 min read
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To Amend or Not Amend?
Oops...you found an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax ret
Kimberly Stone
Apr 15, 20193 min read
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10 Pointers for Building a Nest Egg
Building a secure financial future doesn't require a degree in economics, but there are a few guiding principles that can point you in t
Kimberly Stone
Apr 8, 20192 min read
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Do you need disability insurance?
Say "insurance" and most people think about auto, health, home, and life. But disability is a more common occurrence than you migh
Kimberly Stone
Mar 25, 20192 min read
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Tax Time: The Perfect Time for a Personal Finance Review
Tax filing season is often a great opportunity to review your financial situation. Here are several key areas you should analyze during tax
Kimberly Stone
Feb 25, 20192 min read
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Seasonal spender or credit card addict?
The holiday season has arrived … and so has the shopping season. Are you a seasonal spender or do your excessive spending habits stretch ove
Kimberly Stone
Dec 3, 20182 min read
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Survive financial stress with these 3 mindset changers
Finances stressing you out? A few small tweaks to your mindset could help you handle the hard stuff.
Kimberly Stone
Oct 15, 20182 min read
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How to teach children about money
Not sure how to talk to your kids about the importance of well-managed money? No problem. Here's a guide of topics to discuss as they gr
Kimberly Stone
Sep 17, 20181 min read
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Make sure you've got a plan for your RMD's
Do you have a handle on your retirement plan distributions? If not, you could be faced with penalties or higher taxes. Consider these tips.
Kimberly Stone
Aug 27, 20182 min read
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3 Habits to Eliminate Debt
No matter if you have a little or a lot of debt, you can start learning a few habits that will help you chip away at it. Take a look.
Kimberly Stone
Jul 30, 20182 min read
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