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  • with Scott Halliwell
  • and J.J. Montanaro

Financial Advice Blog

3 Rules for Surviving These 3 Words: "Mom, I'm Home."

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A boomerang can be dangerous. However, these rules could help ensure the homecoming is a success and no damage is done to either party.

5 Questions You Need Not Ask

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Questions provide a path to enlightenment, so keep them coming. However, here are a few for which I've prepared answers for in advance.


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Q&A: Questions Answered Recently by USAA

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Chalk Talk: How to Slice Your Tax Ref...

A little fun and some financial focus could allow you to make the most of this windfall. Read Moreabout Chalk Talk: How to Slice Your Tax Refund Pie

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