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Kelly Trageser | Mar 14, 2022

Renter's Insurance

Insurance
Real Estate
Property

There were 43 million renters in the U.S. in 2017, the highest number of renters in the last 50 years.  Yet according to the Insurance Information Institute

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Kelly Trageser | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Kelly Trageser | Feb 28, 2022

Real Estate Investing for the Beginner

Real Estate
Property
Investments

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest

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Kelly Trageser | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Kelly Trageser | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Kelly Trageser | Feb 7, 2022

Investing in Single Family Homes

Real Estate
Property
Investments

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular

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Kelly Trageser | Jan 31, 2022

Best Tax Friendly Places to Live for Retirees

Retirement
Lifestyle

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes

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Kelly Trageser | Jan 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Kelly Trageser | Jan 17, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Kelly Trageser | Jan 10, 2022

Yes, You Can Still Buy Savings Bonds

Savings

We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.

At

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Kelly Trageser | Jan 3, 2022

Suddenly Disabled? Here’s What to do Next

Disability
Retirement

While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all

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Kelly Trageser | Dec 27, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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