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Sue Stevens
Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »

Latest Articles

Top Ten Portfolio Pitfalls

Top Ten Portfolio Pitfalls

October 11, 2021

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

Analyzing Your Tax Return

March 4, 2021

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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The Survivor’s Checklist

The Survivor’s Checklist

January 28, 2021

Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork the survivor must wade through. Here’s a brief checklist that covers what a survivor needs to do in order to navigate this emotional time.

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