Financial Spring Cleaning: 8 Ways To Refresh Your Finances
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing...
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5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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How to Dive into Business Succession Planning: 10 Key Questions
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many...
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How to Stay Invested in Volatile Markets Without Losing Sleep
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even...
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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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