Latest articles by Caroline Wetzel, CFP®, CDFA®, AWMA®
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Financial Conversation Starters for Couples
personal finance Instead of reaching for the remote and an evening of Netflix, why not get really intimate … and talk about money instead? Sharing the same financial goals and being open about how you’re doing can be great for your relationship.
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Financial Health Checklist for Small Business Owners
small business Keeping your company up and running is more than a full-time job, so it’s easy to overlook some key steps toward keeping your company – and yourself – financially healthy. Here’s a rundown of items to keep a close eye on.
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Top 10 Quick Tips for Your 2020 Taxes
tax filing From new deadlines to strategies to make sure you get all the stimulus money you have coming to you, here are some quick tips to keep in mind about your 2020 taxes.
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