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Valley Wealth Group | May 7, 2025

Business and Health Harmony: How to Stay Healthy While Running a Business

Lifestyle
Health
Health issues put a strain on your time and, if you are an entrepreneur, your business.
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Valley Wealth Group | Apr 29, 2025

Your 30s is a Great Time to Get Money Management on Track

Savings
Once you reach your 30s, you realize the full weight of adulthood. Now’s the time to make smart moves to address your financial responsibilities to your family
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Valley Wealth Group | Apr 28, 2025

Kids Heading Off to College? Don’t Forget About These Estate Planning Must-Dos

Education
Estate Planning
Family
Many parents want to provide their children with the best possible help and care, even when they transition into college. However, as the children come of age
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Valley Wealth Group | Apr 26, 2025

How Do You Know When It Is Time To Retire As A Business Owner?

Retirement
Retirement is a part of life: however many wonder if they are ready. How do you know when it is time?
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Valley Wealth Group | Apr 21, 2025

How to Get Life Insurance If You Are Self-Employed

Insurance
When you are self-employed, you don't have the luxury of employer-paid or partially funded benefits, such as life insurance. For many, benefits like life
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A couple sitting on a couch working on a laptop together.
Valley Wealth Group | Apr 21, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
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Valley Wealth Group | Apr 2, 2025

Why You Don’t Want a Tax Refund

Tax Planning
Some people love it when they get a tax refund. But in reality, a refund means you overpaid your taxes. If you had broken even, you would have had more money in
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Valley Wealth Group | Mar 24, 2025

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Valley Wealth Group | Mar 18, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Valley Wealth Group | Mar 18, 2025

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Valley Wealth Group | Mar 13, 2025

Market Volatility 101

Investments
Finance
Education
Market volatility can be unsettling, but it is also a natural and necessary part of investing. The key is to stay disciplined, focus on long-term goals, and
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Valley Wealth Group | Mar 13, 2025

Your 30s is a Great Time to Get Money Management on Track

Finance
Savings
Once you reach your 30s, you realize the full weight of adulthood. Now’s the time to make smart moves to address your financial responsibilities to your family
Read More

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