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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

Health Savings Accounts

Health Savings Accounts

August 29, 2021

An HSA is a tax-exempt trust that is set up with a qualified HSA trustee. You can contribute to an HSA if you are enrolled in a high-deductible health insurance plan.

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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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