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New Year, No Fear: A Financial Checklist to Get Organized
As we embrace the start of a new year, sometimes we procrastinate out of fear or anxiety about dealing with what seems too overwhelming. But by taking small steps, you'll conquer the dragon of financial organization. It’s the...
Read MoreMaximizing Retirement: The Traditional Roth IRA Advantage
Ah, retirement - that not-so-distant future state when you have more flexibility to enjoy time with family or dive into your hobbies. But before you start envisioning yourself in that life, let's talk about something slightly less...
Read MoreThe Gift of Giving: How Helping Others Enriches Our Lives
The Gift of Giving: How Charitable Work Enriches Lives. The true measure of wealth ultimately can’t be found in bank accounts or investment portfolios but in the lives we touch and our relationships with others.
Read MoreYear-End Tax Planning Checklist
The end of the year is upon us. Below are a few of the more important year-end things you can do to put yourself in a better financial position.
Read MoreAgeless Giving: Tax-Efficient Strategies for Charitable Donations in Your Golden Years
Are you looking for tax-efficient ways to support the causes you care about? As we age, charitable giving can become more meaningful, but it's important to understand the tax implications.
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Mastering the Tax Maze: Winning Strategies for Financial Success
Looking to optimize your financial future and maximize your wealth? The complex world of finance can be daunting, especially when it comes to navigating the intricacies of tax optimization. Fortunately, there are several strategies you...
Read MoreThe Art of Tuning Out: Why Ignoring Financial Market Noise is Key to Investment Success
The financial markets can be an exciting place to invest your money, but they can also be volatile and unpredictable. One of the biggest mistakes investors make is trying to time the market by entering and exiting at what they believe...
Read MoreRetirement Within Five Years? Six Crucial Steps
The five years leading up to retirement are crucial for preparing for this major life transition. Here are some steps people can take during this time.
Read MoreEight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common and very avoidable mistakes. Here are eight big mistakes to steer clear of, if possible.No Strategy: Yes, the biggest mistake is having no strategy at all...
Read MoreMarkets are Often a Head-Scratcher
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...
Read MoreIdentity Theft: Don't Put Yourself at Risk
January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.
Read MoreCongress Passed a New Set of Retirement Rules: what you need to know
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0.
Read MoreTen Myths Most Tax Payers Believe
Taxes, UGH! Many of us feel overwhelmed by the complexity of tax laws. Yet managing how much and when we pay our taxes is critical to achieving many of our goals. To overcome this hurdle we need to identify myths we hold regarding taxes.
Read MoreIs Retirement Planning Worth It?
It’s natural to wonder if retirement planning is worth it. When I am asked, “does this type of planning make a difference?” My answer is: “Well, it depends. But typically, it makes a difference, and sometimes it can make a big difference."
Read MoreStart Achieving Your Goals Today: small steps, big shifts
Think about a time you were anxious about something, and it turned out to be okay—maybe even better than ok. That’s what happened with Dave and Katie. Taking small steps to plan their financial future led to significant exciting shifts.
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