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    Category: Investing

    These Are Not Great Ways to Save Money on Taxes

    During tax season, most people get a refund after filing their taxes. Many of us then start to consider how we can save money on…

    Dr. Maria James March 19, 2014
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    Key Things to Do Before Investing

    Investing is a great vehicle to make your money work for you, your money goes to work at another company and makes you money (provided…

    Dr. Maria James January 22, 2014
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    5 Tidbits to Build Wealth

    Who doesn’t want to build wealth and achieve financial freedom? It’s seems so elusive to many; yet, there are also many who have achieved it.…

    Dr. Maria James September 12, 2013
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    3 Tidbits for Building Wealth

    Newsletter Archive Roundup In the Pocket of Money newsletter we give sound bites of information on the basics of investing and building wealth. We’ve dug…

    Dr. Maria James June 4, 2013
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    • 5 Steps to Save Money Fast on a Low Income
      Saving money fast on a low income is a challenging yet achievable goal. By implementing strategic financial practices, you can take control of your finances and build a more secure future.  I saved $10,000 while earning $23,000. I’m going to walk you through the five steps that will allow you to do it too. We’re…
    • Which Health Plan Should I Pick for Next Year and Should I Use an HSA or FSA?
      It’s time to make a decision about your health insurance plan. Open enrollment is coming up and you have to decide if you’re going to stick with your current plan or pick a new one. There are a lot of things to take into consideration.  Choosing a health insurance plan can feel overwhelming. Premiums, deductibles,…
    • 3 Step Mid-Year Money Check-In: How to Measure Your Progress and Adjust Your Goals
      Have you checked-in on your money? As summer winds down and quarter three kicks into gear, it’s the perfect time to pause and take stock of your finances.  A mid-year financial check-in can help you course-correct, celebrate wins, and align your current efforts with your long-term goals. Whether that’s retiring early, buying a home, funding…
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