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Budgeting Basics by Ian Filippini

Let’s face it: Nothing in life ever goes exactly as planned. And that goes double for money matters. How many times has this happened to you? Just when you think you finally have some breathing room in your budget, an … Continue reading

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Year-End Financial Planning: A Checklist-by Ian Filippini

The best financial decisions are made with the benefit of time, thoughtful consideration, and trusted professional advice. As tax time approaches, take the time to prepare for sound long-term financial decisions and minimize expenses, taxes, and the headache of organizing … Continue reading

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