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Balanced Books
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Quarterly Tax Payments Due Soon!
Staying on top of your financial responsibilities, including your quarterly tax payments, is essential as the new year begins. For many...

Paula Winemiller
Jan 21, 20252 min read


Is Your Emergency Fund Fully Stocked?
Life is full of unexpected twists and turns, and having a well-stocked emergency fund can provide a financial safety net when you need it...

Paula Winemiller
Jan 21, 20252 min read


Don't Forget To Adjust Your Budget
As we navigate the year, we must periodically review and adjust our budget to ensure we're on track with our financial goals. Whether...

Paula Winemiller
Jan 21, 20252 min read


Annual Insurance Review Coming Up? Make Sure All Your Coverage is Up to Date to Protect What Matters Most
As the year progresses, it's crucial to review your insurance coverage. Whether it's health, home, auto, or life insurance, ensuring that...

Paula Winemiller
Jan 20, 20252 min read


Time to check in on your retirement savings plan.
As we journey through life, we must periodically review and adjust our retirement savings plan to ensure we're on track to achieve our...

Paula Winemiller
Jan 20, 20252 min read


Tax season is around the corner! Start gathering your documents now to avoid the last-minute rush
As the calendar flips to a new year, the inevitable tax season looms on the horizon. While it might not be the most exciting time of the...

Paula Winemiller
Jan 20, 20252 min read
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