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Financial Planning Corner: Does a Trump Account Make Sense for Your Child?
Read more: Financial Planning Corner: Does a Trump Account Make Sense for Your Child?The Working Families Tax Cuts, part of the 2025 One Big Beautiful Bill Act, created a new type of tax-deferred individual retirement account (IRA) for…
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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…
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If You Remember Only These 5 Things
Read more: If You Remember Only These 5 ThingsFirst and foremost, considering all the unusual turmoil in our lives the past year, we thank…
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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…