Tax Planning vs. Tax Preparation: They're Not the Same Thing
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
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What does "Wealth" Mean to You?
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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What 2025 Taught Us About Staying the Course
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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Common Retirement Regrets—And Proactive Moves to Consider
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think...
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How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping...
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What Recent Inflation Signals Mean for Financial Planning
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The...
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Rethinking Retirement: Why True Wealth Is More Than Money
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy...
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Overlooked Retirement Expenses (And How to Plan for Them)
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get...
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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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