Getting Married

Getting married is one of the most important events in many people’s lives. Within this section you will find several guides to help you acquire necessary financial intelligence and wisdom.

Financial Guides


Getting Married (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy

Frequently Asked Questions


Getting Married: Frequently Asked Questions
Life Insurance: Frequently Asked Questions

Financial Calculators


How Much Am I Spending?


 Featured Articles

Minimizing Tax on
Mutual Fund Activities

Learn how a basic knowledge of mutual fund taxation and careful record-keeping can help you cut the tax bite on your mut…

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Tax Implications of Crowdfunding

Crowdfunding websites such as Kickstarter and GoFundMe have become increasingly popular for both individual fundraising ..

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Tax Breaks for Hiring New Employees

If you’re thinking about hiring new employees this year, you won’t want to miss out on these tax breaks….

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Financial Operations and Cash Flow Assessment ONLY $97 - A $997 VALUE!

 

One day on-site visit to help improve cash flow.