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Tag: Financial Checkup

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Understanding Health, Disability and Long Term Care Insurance

  • Posted on May 9, 2019September 9, 2022
  • by BrightDime

Insurance is essentially a tool to manage risks. It’s a balance to determine which kinds of insurance you need and which you don’t need. You need to think about how…

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Insurance: The Financial Safety Net for Your Life

  • Posted on May 1, 2019September 2, 2022
  • by BrightDime

How do you protect the things you value most in your life (family, health, home, car, etc) in case something unexpected happens? How would an accident, illness, or injury impact…

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The Wheres and Whats of Investing

  • Posted on May 1, 2019July 26, 2022
  • by BrightDime

When you’re ready to invest for your long term goals you’ll need to choose where to do that. We don’t mean what to invest in , that’s a different step.…

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Webinar: Personal Finance 101

  • Posted on April 30, 2019July 26, 2022
  • by BrightDime

Assets? Liabilities? Net Worth? Let’s dive into some of the basic personal finance topics you need to understand on your path to financial wellness.

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5 Financial Lessons: If I Knew Then What I Know Now

  • Posted on April 22, 2019July 26, 2022
  • by BrightDime

April is Financial Literacy Month and we asked executives at several of our clients to share things they’ve learned in their financial life that they wish they had known sooner.…

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Saving and Investing. What’s the Difference and Which is Right for You?

  • Posted on April 9, 2019July 26, 2022
  • by BrightDime

What’s the difference between saving and investing? The terms get used interchangeably sometimes but they’re not the same and knowing the difference between the two will help you plan for…

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Tax Loss Harvesting: It’s Not For Everyone, But Is It For You?

  • Posted on March 29, 2019July 26, 2022
  • by BrightDime

Tax loss harvesting sounds like something you might do in the garden during the fall. But it’s actually an advanced tax strategy that uses investment losses to reduce your taxes…

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Choosing Between the Standard Deduction and Itemized Deductions
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Choosing Between the Standard Deduction and Itemized Deductions

  • Posted on March 27, 2019March 15, 2024
  • by BrightDime

Nobody wants to pay more taxes than they have to. The two most common ways to reduce what you owe are tax deductions and tax credits. Tax credits reduce your…

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Tax Credits: The Bright Spots During Tax Time
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Tax Credits: The Bright Spots During Tax Time

  • Posted on March 20, 2019March 14, 2025
  • by BrightDime

Tax time can feel like it’s all bad news but there are two bright spots. Tax credits and tax deductions are types of tax breaks that (generally) apply to those…

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Have You Updated Your W-4 Tax Withholding Lately?
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Have You Updated Your W-4 Tax Withholding Lately?

  • Posted on March 14, 2019May 23, 2025
  • by BrightDime

You kinda know how it works. You work all week, get your paycheck and part of it is missing. The culprit? Taxes! Taxes are withheld based on the IRS Form…

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