Tag Archives: Karen Lee

Know what documents to keep and toss By Karen Lee There’s something scary about getting rid of statements and documents. Despite the hassle of filing paperwork, you feel like your finances may cease to exist if there’s nothing printed out … Continue reading

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By Karen Lee Fall is the perfect time to refocus on your financial goals for the year. Summer is paired with vacations, barbecues with friends and treats for the kids during their time off. For financial planners, it’s a challenging … Continue reading

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