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Consumer Blog / From XYPN Members (6)

Financial Advisors

How Long to Keep Financial Documents: Some Guidelines

How Long to Keep Financial Documents: Some Guidelines
Financial Advisors

Good Financial Reads: Stress-Free Financial Planning

Good Financial Reads: Stress-Free Financial Planning
Financial Advisors

Should You Refinance Your Mortgage?

Should You Refinance Your Mortgage?
Financial Advisors

Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes

Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes
Financial Advisors

How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind
Financial Advisors

Good Financial Reads: Navigating Financial Challenges & Upheavals

Good Financial Reads: Navigating Financial Challenges & Upheavals
Financial Advisors

Feel Financially Stuck? Here’s Why—and How to Move Forward

Feel Financially Stuck? Here’s Why—and How to Move Forward
Financial Advisors

Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness
Financial Advisors

What to Do When You Become a Trustee

What to Do When You Become a Trustee
Financial Advisors

Good Financial Reads: Financial Planning Advice for Beginners

Good Financial Reads: Financial Planning Advice for Beginners
Financial Advisors

Is the Housing Market Going to Crash?

Is the Housing Market Going to Crash?
Financial Advisors

Good Financial Reads: Built Good Credit (and How to Check your Credit Score)

Good Financial Reads: Built Good Credit (and How to Check your Credit Score)
Financial Advisors

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies
Financial Advisors

Good Financial Reads: Advice for Roth IRA Conversions

Good Financial Reads: Advice for Roth IRA Conversions
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