Progressive Financial Planning & ESG Investing

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E164: Updates to Contribution Limits and Other Important Numbers for 2023

This is not an exhaustive list of 2023 changes (see the download for more) but it does highlight the most commonly-used numbers when making retirement account contributions and tax planning.

E163: 6 Ways to Improve Your Credit Score

Your credit score is a metric that can have a significant impact on your ability to have options. So what are some ways to improve your credit score and keep it high?

E162: Benefits of Creating an Online IRS Account

If you’re not sure what your current tax situation is, you would like to make online payments, or would like a clearer view of your history with the IRS, consider setting up an online IRS account.

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