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Financial Planning Corner: Year-End Tax Planning Is a Must
Read more: Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025, but others beginning in 2026, year-end tax planning requires…
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“Where Am I Going?”
Read more: “Where Am I Going?”The beginning of any year is a good opportunity to review your life and determine what…
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Medicare – The Basics
Read more: Medicare – The BasicsThe cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest…
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Risk Tolerance Recalibration
Read more: Risk Tolerance RecalibrationOver the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has…
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What You NEED to Know!
Read more: What You NEED to Know!Congress just passed two very important pieces of legislation – the SECURE Act & the CARES…
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CFP® Certification
Read more: CFP® CertificationMany people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key…
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Social (In)Security
Read more: Social (In)SecurityIn the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one…
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Second Set of Eyes
Read more: Second Set of EyesFor our analysis work, we have at least one other team member review the methodology, results,…
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The New Retirement
Read more: The New RetirementSaving and systematic investing have always been such a significant focus of Retirement Planning that it…
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Education Planning
Read more: Education PlanningIf you wish to contribute to your school age child’s/grandchild’s education, those expenses should be part…