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Just some words we wrote on financial planning and investment management topics for you.

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BLOG

Just some words we wrote on financial planning and investment management topics for you.

NEWS UPDATES

Tax Strategies for Retirement Savings: A How-To Guide

Beyond Returns: Adopting Tax-aware Investment Habits

The Reality of “Passive” Income: Sweat Equity Required

Planning to Live on Your Retirement Savings

How Your Personality Affects Your Investing

Making the Most of a Financial Windfall

The Qualified Business Income Deduction: Is It the Best Strategy for You?

Are You Wealthy? The True Measure of Wealth is Changing

Should Spot Bitcoin ETFs be Part of Mainstream Investment Portfolios?

12 Things to Put on Your Year-end Financial Checklist

The Benefits of Gifting Your Money Before You’re Gone

When (And How) To Fire Your Financial Advisor

The Many Approaches to Responsible Investing

To those who have wondered, "What would I do if I won the lottery?"

Creating a Retirement Glidepath: Investment Issues and More

Are You a HENRY (High Earner, Not Rich Yet)?

Is Your Tax Return a Red Flag? Top 13 IRS Audit Triggers

Moving to a New Job – What to do with 401(k) Assets

Doctors: Ready, Aim, …Retire Early?

Should You Buy a Vacation Home?

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