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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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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled…
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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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Markets & Macroeconomic View
Read more: Markets & Macroeconomic ViewThe economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending…
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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,…