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Celebrating Independence! How Financially Independent are You?
Hoping everyone had a fun, safe and healthy 4th of July! Along with celebrating our National Independence, how about touching on the importance of becoming financially independent?! There are many reasons that financial independence is crucial to living a balanced, autonomous and functional life. Below, we will explore a couple of those relating to living debt-free and our…
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Estate Planning Basics: Financial Power of Attorney–Gathering the Right Information
Following up on end-of-life planning documents, let’s dig into the Financial Power of Attorney! If you’re reading this, there is a good chance that at some time in the future, you will either need to create one, or become one for someone else. This post is dedicated to the gathering-information phase in order to do…
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Estate Planning Basics: What Does a Will Actually Look Like?
Last week we touched on three of the most important, and necessary, end-of-life documents: The Will, Power of Attorney, and Advance Care Directive. Each has its own distinct purpose, and by completing all three you are covering your bases as far as your final wishes regarding what will become of your personal property/custody of minors,…
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Aging Parents and End-of-Life Planning: Are Your Documents in Order?
Being home for Mother’s Day recently (and now, with Father’s Day on the horizon) spending time with aging parents, really highlighted the importance of planning ahead for their care! Read below for the bare minimum in required end-of-life documents, and what you can do today in order to have that peace-of-mind for tomorrow. Understanding the…
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ICYMI: A Student Loan Forgiveness Deadline is Extended!
Attention Student Loan Borrower’s! If you have long-term student loan debt (including even some loans that were private when you purchased them!) and have yet to take advantage of the new opportunities for debt forgiveness, this post is for you! ICYMI: The Biden Administration announced today that they would be extending an important deadline related…
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How Can I Maximize My Tax Refund? Reducing Debt vs. Investing vs. Boosting Savings!
The average tax refund this year was over $3k, and that has increased from last year! That is some impactful money! What did you, or will you do, with yours? If you are interested in making the greatest impact, read below for a few guidelines around whether to pay off debt, invest, or put your…
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It’s Earth Day: Ensure Your Money Moves are Sustainable Too!
Celebrating Earth Day this week, the focus is usually on reducing, re-using and upcycling in order to gain sustainability, and lessen negative environmental impact. What about ensuring our money management is sustainable? What behaviors can we employ that will have the biggest impact when it comes to our goals? How can we best set ourselves up for success…
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ICYMI: A Student Debt Reminder! Additional Opportunities for Loan Forgiveness Expire Soon!
Just a quick ICYMI; there is an important deadline on the horizon for federal student loan borrowers! The What: Borrowers who are looking for either a lower monthly payment, loan forgiveness, or both, have until April 30th 2024 to consolidate their loans. By consolidating before the deadline (or at least having their application submitted) they will be…
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Filing Your Taxes: A Couple New Options Just for Washingtonians!
Tax day is right around the corner! Read below for some important reminders on due dates and avoiding penalties, as well as an introduction to a new FREE filing option this year—Direct File! We’ll also touch on the Working Families Tax Credit, another option for families in Washingtonian State to get more money at tax…
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Using Spring Energy to Get Going! Which Motivation Type Are You?
Spring is here! This is the time of year we can really draw from that new-growth energy in order to get a little extra motivation on our money-moves and meeting our goals! We often read about “Spring Cleaning”, right? Clearing out the clutter at home, getting our “financial house” in order, maybe, money-wise. This Spring,…
