Wealth Choices
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Wealth Choices: To keep or to shred? Organizing your financial records
Each year at this time we all go through mountains of paperwork that need to be organized and handled properly. The 1099s and year-end statements along with mortgage interest statements, bank accounts, etc., all need to be pulled together for tax time. This tends to be a real chore for all of us. How do we know what to keep, how long do we keep it and what do we throw away?
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Wealth Choices: Determine the true meaning of money in your life
The true meaning of money starts with what is most important to you. What do you care about most? What are the things you stand for? In other words, what are your true values?
- Wealth Choices: Year-end planning now can reap big tax rewards later There are some simple steps that can be taken that could make a big difference when it comes time to pay your taxes.
- Wealth Choices: Avoid financial headaches working with mutual funds Wealth Choices
- Wealth Choices: Sudden wealth a blessing, burden for family heirs Wealth Choices
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