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How the Secure 2.0 Bill Affects Your Future
Throughout the SECURE 2.0 bill, there are many hidden gems that, if fully understood, can be used to help optimize your financial future.
Year-end Tax Planning
The window of opportunity for many tax-saving & financial planning moves closes on December 31.
A Silver Lining to Inflation
While inflation hurts our pocketbooks day in and day out, there is one silver lining if you know where to look.
Key Estate Planning Documents
There are five estate planning documents you may need, regardless of your age, health, or wealth. Read more.
Pros and Cons of Buying a Home vs. Renting
Deciding between renting or buying a home can be a tough decision. Here are some pros and cons to help you decide.
Top Five Reasons to Roll Over Your 401(K) to an IRA
When changing jobs, you have several options with your 401(k). You can leave it where it is, transfer it, or roll it over into an IRA.
Checklist for Year-End Tax Planning
Checklist for your year-end family tax planning and charitable donations. Read more.
Is Inflation Hurting Your Financial Strategy?
We have all begun to feel the impact of inflation on our wallets. Politicians and economists are now arguing over the causes of inflation and the impact on consumers and the economy.
Financial Implications Of Moving To Another State
As our life’s journey takes us down unexplored paths (a new job, a marriage, a lifestyle change), we may find ourselves living in a new state. Interestingly, COVID-19 has prompted us to reconsider the connection between where we work and where we live.
The Why Behind the Money
When we reflect on our future, we often think about the best way to optimize our wealth. With thoughtful planning today, we can enjoy a stress-free financial future while caring for family and contributing to our charitable passions.