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Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we aren’t yet through tax season 2024, it’s not too early to begin thinking about any tax changes that may be on the horizon. Read on for more information about possible changes and how they may affect you.
Read MoreSecuring Your Legacy: Estate Planning and Long-Term Care Strategies
We understand that planning for the future involves more than just accumulating wealth. It's about safeguarding your assets, ensuring your loved ones are cared for, and preparing for unforeseen circumstances.
Read MoreMaster Your Money: A Guide to Financial Success in 2024
Looking to boost your financial game in 2024? Whether you're starting fresh or want to enhance your current strategy, this year is prime time for improvement. We dive into practical financial planning topics for making smarter money moves.
Read MoreFortify Your Finances: Six Ways to Protect Your Identity
December is National Identity Theft Prevention and Awareness Month. The purpose of this month is to empower you with knowledge and actionable steps to safeguard your wealth. We recommend six measures to ensure your financial well-being.
Read MoreInsights into the 2024 Tax Landscape: Understanding Key Adjustments for Informed Financial Planning
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Stay informed about the 2024 tax landscape with our recent blog post.
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Fun Ways to Save Big During the Winter Holidays
Typically full of celebrations, family, and joy, the holidays can also take a toll on your savings and present a setback to long-term financial goals. This season is about laughter and joy, and your wallet doesn't have to be worn out.
Read MoreHow Financial Planning Can Reduce Stress
A recent CNBC survey reported 74% of Americans feel stress over personal finances. With rising inflation, it’s not surprising that we're stressed about money. Read on to learn how financial planning can reduce financial stress.
Read MoreBridging the Gap Between Retirement and Medicare
If you retire before the age of 65, how can you replace employer-based health insurance coverage? Medicare is a federal health insurance program primarily designed for individuals aged 65 and older, although it can also cover...
Read MoreProtect Your Loved Ones and Assets: The Importance of Having a Will
Having a will helps ensure your wishes are carried out after your passing and provides clarity and protection for your loved ones and assets. Read on for more key reasons why having a will is so important.
Read MoreThe Financial and Emotional Aspects of Retirement
Retirement can feel like the crowning achievement of a long and prosperous career, but it’s also a significant life transition that can bring about a wide range of emotions – from excitement to anxiety and a sense of loss....
Read MoreHow Do Insurance Deductibles Work?
While there are many kinds of insurance, they all share a common feature: deductibles. An insurance deductible is an amount you, the insured, pay before any claim is paid by your insurance carrier. A policy may set the deductible, or...
Read MoreWhat is Tax-Loss Harvesting & How Can it Benefit You?
A Silver Lining for Bad InvestmentsThere is inherent risk in investing and not every investment is a winner. Fortunately, come tax time, there can be a silver lining in the form of tax-loss harvesting. Tax-loss harvesting entails...
Read MoreFive Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to?While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let's take a quick look at the five most...
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