CPAs and Financial Planners
Making sure your financial plan is in good shape is more than just keeping up with your bills and ensuring your credit report is…
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Net Worth Annual Report
In business, we see annual reports all the time. They enable companies to give shareholders and stakeholders information about their financial performance. Have you…
Read MoreNew Data Shows Financial Education Gap Creating Risk For Home Buyers
National survey finds nearly half of U.S. consumers say they lack the financial education needed to purchase a home AUSTIN, TX – December 6,…
Read MoreSente Mortgage Announces Latest Branch Opening in La Vernia, Texas
Following recent expansion across Texas markets, Sente brings mortgage services to residents of La Vernia AUSTIN, TX – November 17, 2016 – Sente Mortgage,…
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Take Advantage of the 13th Month
The 13th Month Savings Trick is a simple way to build that six-month reserve. In fact, it will boost your annual savings by 8%!…
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What 3 Factors Affect your Retirement Risk Tolerance?
When considering your retirement savings options, either individually or with your financial advisor, the seemingly simple question “What is my risk tolerance?” often comes…
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Savings Quiz
Do you realize that the current national average savings yield is .06% APY? This means consumers are only earning $6 for every $10,000 saved!…
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What’s on Your Bucket List?
Do you have a bucket list? That is, a list of experiences or achievements you want to accomplish in your lifetime? Whether it’s writing…
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Budget Quiz
We have a saying around the office: “What gets measured gets done.” However, in looking for ways to assess the practical application of budget…
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