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Before the ball drops on 2025, make sure your finances are set for success. We walk through ten powerful year-end money moves that can lower your tax bill, increase your savings, and accelerate your path to financial independence. You’ll learn how to optimize cash reserves, claim every bit of employer “free money,” eliminate high-interest debt, and maximize tax-advantaged accounts like HSAs and Roth IRAs. Plus, we share how to plan for generosity, abundance goals, and even the peace of mind that comes from professional financial guidance.
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Financial Order of Operations®: Maximize Your Army of Dollar Bills!
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and…
View ResourceNet Worth Template
It’s our favorite time of year: time to complete your annual net worth statement!
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Planning for a new child is so exciting! But as parents, we know it can also start to feel overwhelming.…
View ResourceHow about more sense and more money?
Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
It's like finding some change in the couch cushions.
Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
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