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Tools, tutorials and everyday advice to help you rock your personal finances.

Getting Cash at the ATM? Important Safety Tips
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Getting Cash at the ATM? Important Safety Tips

Criminals are finding more dangerous ways to steal cash and unfortunately, our local communities have seen an increase of incidents take place at ATMs. Continue reading
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Starting Your Business: Business Plan Template

Detailed guidance on completing the various sections of this business plan template can be found at the end of the document. Continue reading

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Starting Your Business: Sources of Small Business Funding

Consider a combination of sources of funds to ensure you have enough capital for a contingency fund, so you do not need to seek additional funding immediately after launch. Continue reading

taxable income

Starting Your Business: Raising Capital

Regardless of where you get the capital from, the more prepared you are the better. Continue reading

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Managing Your Business: Reducing Your Overheads

Outsourcing frees you up to spend more time completing activities that grow your business. Continue reading

A young and confident businesswoman smiling at the camera.

Starting Your Business: Step by Step Toolkit Plan

Having a clear idea of your motivation can impact you further down the track and set you up for success. Continue reading

When Should You Take Social Security?

When Should You Take Social Security?

Social Security uses your highest 35 years of earnings to calculate what you are paid. Continue reading

tax advantages

Managing Your Business: Unlocking the Cash in Your Business

If your business is short of cash, the money you need might already be there locked up in stock, assets or your debtors’ book. Continue reading

The Basics of Retirement Accounts

The Basics of Retirement Accounts

An important thing to remember when considering your 401(k) is that it’s the account you put money into, not your actual investments. Continue reading

kids saving money

Kids Saving Money: A Practical Guide for Parents

Your goal is to help them develop the kind of healthy spending habits that will turn them into grown-up savers and investors you’ll be proud of. Continue reading

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Sound Credit Union and UW Tacoma’s Milgard School Launch Third Annual Competition to Discover the Next FinTech Product