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Author Archives: admin

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Retirement steps you must take in November

IRAs/401(k)s, retirement, Roth AccountsBy adminNovember 1, 2017

November is typically the month when you are able to review and change your work benefits for the year ahead. Now I know what you’re going to do. Nothing, right? Most people ignore all the emails about “open enrollment” and don’t review their coverage, or make any changes.

Get Your Finances in Shape for the Spring Home Buying Season

home loansBy adminFebruary 15, 2017

We all know that the busy season for buying homes starts in the spring and runs through early summer. That means that right now, in the middle of winter, is when anyone considering buying a home this year should focus on getting their finances in order.

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