4 Ways To Maximize Your Investment Portfolio's Potential

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Financial planning on a budget can seem like an insurmountable challenge. If you don't have a big portfolio, how can you maximize your investments to provide a better return? Here are four ways that anyone can try. Use a Fee Only Adviser. Do you need a financial planner? This person helps you take charge of your overall financial strategy, setting and meeting goals, as well as making adjustments as necessary. But many financial advisers receive commissions for the financial products they sell to their customers.

5 December 2018

Is Your Tax Refund Different Than Expected? The 5 Top Reasons It Happens

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If you encountered the unexpected -- a big change in your tax refund amount (or balance due) -- when filing your taxes this year, you may be confused as to why. While some refund changes are obvious, understanding why your numbers changed this year can often be a little trickier to deduce. To help you sleuth out the reason, here are 5 common reasons your refund may have changed significantly.

23 February 2017