Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »
Top Ten Financial Planning Literacy Pitfalls
Knowledge is power. We all know teaching someone to read will change their life. That’s true in the financial world too. People are reluctant to admit what they don’t know. But as financial advisors, we have a passion for helping others follow their dreams.
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Analyzing Your Tax Return
At this time of year, it’s usually a mad scramble to pull together the tax info to get your return done or at least extended. But how often do you really look at your tax return and see what it’s telling you?
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Financial Planning Ideas for 2021
We’ve had a year to reflect and adapt to this pandemic environment. Hope is in sight and healing is what we need.
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