The Prevalence of Rare
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What advice would you give to your younger self?
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Communication is Key
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What information will your loved ones need to know if you’re no longer here?
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Lessons From a Caregiver
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As we age, statistics tell us we are likely to need care. Between personal experiences and what I’ve seen clients go through, I’ve learned some lessons that I want to share.
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Qualified Charitable Distribution
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What you need to know about Qualified Charitable Distributions?
Read MoreGive The Gift Of a Summer Vacation
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When it comes to gifting to family, sometimes the best gifts go beyond money.
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Tax Rates, Brackets, and Exclusions, Oh My!
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New information on 2023 tax rates, brackets and exclusions.
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Protect Your Data
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Every year, as we prepare for the holidays, I can’t help but wonder how many people will fall victim to a fraudster or a scam artist.
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The Social Security Trust Funds
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You have probably seen articles or heard reports about Social Security running out of money in 2035, so let’s discuss what that means for your retirement.
Read MoreFinancial DOs and DON’Ts (Part 2 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
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Tax Perspective of a Down Market
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Although it can be difficult to wrap your mind around when you look at your investment statements, there is an upside to a down market.
Read MoreEmotional Investor
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We are all emotional investors, whether we realize it or not. What emotions do you experience when making investment decisions?
Read MoreFinancial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreOnline Tax Accounts
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Friend or foe, technology is here to stay so let’s use it to our benefit!
Read MoreMaximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
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