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Useful Articles

Eric Vinje | Mar 1, 2024

Why Your Credit Score Matters in Retirement

Retirement
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit
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Eric Vinje | Feb 23, 2024

The Benefits of Getting A Second Financial Opinion

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what

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Eric Vinje | Feb 16, 2024

Retirement Income Investing As Rates Stay High

Retirement
Investments
Investing

Present economic conditions are ripe with opportunities to enhance income

 

Retirement is a time to enjoy the fruits of many years of labor; a season to

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A brain surrounded by circles representing brain waves
Eric Vinje | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Eric Vinje | Feb 9, 2024

Investing Made Easy: How to Start Small

Investments
Investing

Investing is an essential tool for building wealth and independence. For some, investing may seem confusing or frustrating due to the perceived risk and complex

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Image of an American flag, with a person looking out of them similar to window blinds.
Eric Vinje | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Eric Vinje | Feb 2, 2024

8 Things Financial Planning Can Help You Address

Finance

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what

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Eric Vinje | Jan 26, 2024

How AI Can Enhance Your Job, Not Eliminate It

News

Your ability to work alongside Artificial Intelligence will be a great asset

 

A recent surge in interest around the term "generative AI" has been observed

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Eric Vinje | Jan 19, 2024

Protecting Your Tax Identity Doesn't Have to Be Taxing

Tax Planning
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most
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Eric Vinje | Jan 12, 2024

2023 Tax Guide to Fringe Benefits Released

Tax Planning
The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits). The “What’s New” section of the publication
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Eric Vinje | Jan 11, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Person holding jar of coins with a 'savings' label
Eric Vinje | Jan 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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