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tax refund arizona

Options for Your Tax Refund

What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive federal tax refunds. The average IRS refund is substantial—$2,800. What could …

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arizona taxestax refundtaxes
D.I.Y. Investing

The Risks of D.I.Y. Investing & Financial Planning

In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job …

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D.I.Y. Investingrobo advisor
financial planning ahwatukee

What to Do Before 30 if You Want to Build Wealth

Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. …

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financial planningwealth building
financial advisor chandler

Smart Financial Moves in Your 40’s and 50’s

These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement …

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40's50'sfinancial planning
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  • About wealthnest
  • Are we a fit?
  • Meet the team.
  • How We Help
    • Personal Tax Services
    • Business Tax Services
    • Tax Planning
    • Corporate Structure
    • Estate Settlement
    • Fiduciary Taxes
  • Wealthnest Articles
  • My Vault
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