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  • E261: How to Pick a Health Insurance Plan – Questions to Help You Choose

    E261: How to Pick a Health Insurance Plan – Questions to Help You Choose
    2025/06/11
    Navigating health insurance can feel overwhelming. With so many plans available (and only a limited window during open enrollment to make changes) it’s important to choose a plan that aligns with your needs, preferences, and financial situation.
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    12 分
  • E260: What Is an S-Corp and How Do You Set One Up?

    E260: What Is an S-Corp and How Do You Set One Up?
    2025/06/04
    S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
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    10 分
  • E259: Should I Buy a Duplex?

    E259: Should I Buy a Duplex?
    2025/05/14
    Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
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    9 分
  • E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

    E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
    2025/05/07
    We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
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    11 分
  • E257: What is a Buffered ETF and How Does It Work?

    E257: What is a Buffered ETF and How Does It Work?
    2025/04/30
    Buffered ETFs offer downside protection with capped gains, making them an attractive option for cautious investors. Learn how buffered ETFs work and when they might fit into your portfolio.
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    10 分
  • E256: So You Started a Business – Now What?

    E256: So You Started a Business – Now What?
    2025/04/23
    You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?
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    11 分
  • E255: 3 Ways to Improve Your Tax Filing Process Next Year

    E255: 3 Ways to Improve Your Tax Filing Process Next Year
    2025/04/16
    Tax season can feel overwhelming, especially when you’re scrambling to pull everything together at the last minute. Whether you file your own taxes or work with a tax professional, an organized approach can help reduce stress and improve your outcome.
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    5 分
  • E254: 10 Budgeting Myths That Keep People from Using a Budget

    E254: 10 Budgeting Myths That Keep People from Using a Budget
    2025/04/02
    Creating and following a budget is one of the most powerful ways to gain control over your finances. But despite its benefits, many people avoid budgeting altogether. Why?
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    9 分