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Image for Valentine's Day: 5 Money-Saving Tips to Celebrate the Holiday of Love

February 5, 2024

Valentine's Day: 5 Money-Saving Tips to Celebrate the Holiday of Love

Valentine's Day is a holiday that many of us look forward to each year. It's a day to express love and appreciation for the special people in our lives, and to make memories that will last a lifetime.

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Image for Three Ways To Prepare For Tax Filing Season

February 5, 2024

Three Ways To Prepare For Tax Filing Season

Filing taxes can be a daunting task, especially if you are unprepared. However, with the right preparation, you can make the process much easier and stress-free.

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Image for MoneyGeek: ‘Expert Insight on Compound Interest’

January 20, 2024

MoneyGeek: ‘Expert Insight on Compound Interest’

Leland was recently featured in a MoneyGeek Article discussing Compound Interest. Here is his excerpt from the article:

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Image for Are you worried about a possible recession?

January 20, 2024

Are you worried about a possible recession?

Are you worried about a possible recession? The thought of losing your hard-earned money can be stressful. But don't worry, there are ways to protect your finances and ensure financial stability.

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Image for Step 5 Work With a Financial Professional: 5 Ways to Simplify Your Financial Life

January 7, 2024

Step 5 Work With a Financial Professional: 5 Ways to Simplify Your Financial Life

Our personal finances- budget, investments, retirement, insurances, credit, etc.- are one of the leading causes of stress among adults. School systems only recently started offering personal finance courses to high school students within the last 5 years, and it is not yet a leading standard of education throughout the nation.

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Image for Step 4 Utilize a Robo-Advisor for Investment Management: 5 Ways to Simplify Your Financial Life

January 6, 2024

Step 4 Utilize a Robo-Advisor for Investment Management: 5 Ways to Simplify Your Financial Life

Our personal finances- budget, investments, retirement, insurances, credit, etc.- are one of the leading causes of stress among adults. School systems only recently started offering personal finance courses to high school students within the last 5 years, and it is not yet a leading standard of education throughout the nation.

Learn More