Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »
A 2021 Year-End Planning Checklist
Year end is often an extremely busy time of year. As we approach the holiday season, it’s a good idea to reflect on what makes your life meaningful and how you want to give back.
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Top Ten Portfolio Pitfalls
What most of us really want is a portfolio that grows steadily, gets us to our goals and manages to avoid the majority of problems we hear and see on the evening news. Let’s walk through ten of the most common pitfalls that can bedevil even the savviest investor’s portfolio.
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Analyzing Your Tax Return
How often do you really look at your tax return and see what it’s telling you? I know it’s a relief to get it over with for another year, but it could save you a bunch of money to take the time to do a little detective work.
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