Charitable giving is an important part of my financial plan and based on my anecdotal experience as a financial planner, I’d say it more than likely is a part
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Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these gains have boosted many investments, they
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We're a very polarized nation right now so for many, the stakes of the upcoming election season feel super high. Do your politics impact your planning though
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Most people build their wealth inside tax-deferred retirement accounts. Deferring taxes sounds great – but at a certain age, the IRS comes calling and you can’t
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Sometimes when someone close to us passes away, we end up inheriting their retirement savings. “What’s an RMD? When do I need to take them? Over what period of
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In the world of personal finance, taxes and financial planning are intricately intertwined. However, determining when to bring in a tax professional can
A lot of financial planning clients require the services of a tax professional. Then there are others whose phase of life and financial situation don’t
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A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this because we know gifting is important to
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of some updates for retirement savings:
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Ready to debunk the myth of completely avoiding taxes? Listen to our podcast as we explore the strategies, nuances, and misconceptions surrounding tax planning
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The Roth IRA is a great retirement tool and should be something you're considering for your own situation regardless of your phase of life or financial profile
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No one wants to pay more than their fair share in taxes yet few have a good understanding of how their savings will be taxed over time. So a good way to gain a
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