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Financial Planning

4 Audiobooks to Listen to for Better Financial Planning and Management

Considering these tight economic times characterized by inflation and the rising cost of living, ...

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Financial Planning, Tax Planning

4 Key Tax Planning Strategies for Financial Success

Within financial planning, tax planning is traditionally viewed in the context of how a ...

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Financial Planning, Retirement Planning, Tax Planning

7 Year-End Tax-Planning Strategies to Implement Now

Year-end is approaching. That is the time for blowing leaves and tax planning. It ...

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Financial Planning, Investment Planning, Portfolio Construction

Six Common Portfolio Issues

Six Common Portfolio Issues   Portfolio reviews can provide an excellent opportunity to review ...

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Financial Planning

8 Strategies For Financial Success

8 Strategies For Financial Success   If you fail to plan, you plan to ...

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Financial Planning, Retirement Planning, Tax Planning

Do You Have To Pay Taxes in Retirement?

​   Many people look forward to not having to pay income taxes in ...

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Investment Planning, Portfolio Construction

What Is Direct Indexing? Can it Help Me?

Direct indexing is an exciting investment method that will likely get much more attention ...

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Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

What Is The Impact of Social Security on Divorced Retirement Income

When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when ...

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Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

Secure 2.0

Congress passed SECURE 2.0 on December 23, 2022, and it was signed into law ...

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Tax Planning

US Tax Adjustments in 2023

Inflation is one of the United States’ most significant challenges. Currently, inflation pressures continue ...

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