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    Your home: The bridge to retirement

    Millions of Americans are preparing to retire over the next couple of years, and many are sitting on a gold mine. While scurrying around to pay off credit card debt and max-out their 401(k), they analyze their expenses looking for anything they can cut to retire sooner while often overlooking their largest asset. LOWER EXPENSES […]

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    Maximize your refund

    By Irene Magee, Magee Financial Services Bring the right documents. Have your photo ID, Social Security cards (you + dependents), W-2s/1099s, and last year’s return—missing paperwork is the #1 reason refunds get delayed. Your filing status matters. Single vs. Head of Household vs. Married (Joint or Separate) can change your refund a lot—don’t guess. If […]

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    Money Matters: What is your spending trying to tell you?

    Today’s cultural climate is driven by influence, and it’s everywhere — on our TV screens, on our social media platforms and in the lifestyles we try to emulate. Many people find themselves on a path looking for a guiding light, but today, let’s shift gears. Allow me to challenge you with something different: What if […]

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    You do not become wealthy by accident

    If you have a high-paying job that affords you a luxurious lifestyle, you are rich; if you lose the job, you lose your stuff. If, however, you have assets and investments that generate income to sustain your lifestyle, you are wealthy; the job no longer controls you. Let me be very clear. You do not […]

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    Protecting what matters

    Insurance coverage — both personal and business — is more than a safety net; it’s a strategic shield against life’s unpredictability. As we end 2025, understanding and maintaining the right coverage is essential for financial resilience and peace of mind. PERSONAL INSURANCE: This protects individuals and families from financial loss due to accidents, illness, property […]

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    Money Matters: When viral becomes financially fatal

    Every season, a new product rises to fame on social media, whether it’s a body oil, soap, perfume or serum, and the response is instant. Women race to find it. Shelves are cleared, and what started as one recommendation becomes a collective mission. While product discovery can be fun, we’re seeing a deeper pattern emerge: […]

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