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How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
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Macroeconomic Update – 4th Quarter, 2022
Entering 2023, inflation remains a dominant factor in the global economy. While we have recently seen the pace of inflation…
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Markets – 4th Quarter, 2022
After a bull market that lasted nearly 15 years, markets experienced a massive pullback in which nearly every asset class…
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Secure Act 2.0 – What you NEED to know
Just prior to Christmas, Congress passed an important piece of legislation addressing the continued need to improve retirement savings –…
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Macroeconomic View & Markets
Throughout 2022, the broad market selloff and the aggressive Federal Reserve rate hikes have been prominent in the news. The…
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Get Paid for Home and Car Upgrades
There are tangible ways you can personally benefit now and into the future from the Inflation Reduction Act which became…
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MY BEST ADVICE WILL NEVER GROW OLD
I am taking the liberty in this Commentary to repeat advice I have given in my column for almost 3…