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Is it time for an Insurance Review? Most people wouldn’t dream of ignoring their investment portfolio for decades. Yet that’s exactly what many do with their insurance policies. You might glance at your 401k…
Tax Opportunities in the Big Beautiful Bill The passage of the One Big Beautiful Bill Act marked a major shift in retirement and tax planning strategies across the country. Officially passed in 2024, this…
“Buy low, sell high.” It’s one of the oldest investment mantras in the book. Yet, time and time again, investors do the opposite. Why? Because of FOMO, the fear of missing out. When the…
Retirement planning can feel overwhelming for self-employed business owners, especially when juggling income, taxes, and growth. But here is the good news: being self-employed actually opens the door to powerful retirement strategies that traditional…
What to Do After Maxing Out Your 401k Maxing out your 401k is a major milestone when investing for retirement. It shows commitment to long-term financial planning, a proactive mindset, and an understanding of…
If you’re looking for a low-risk, predictable way to grow your money, investing in CDs (Certificates of Deposit) might be worth a second look. While they might not be the flashiest option in your…
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Recent Posts
Charitable Giving Strategies When it comes to giving, generosity and good planning often go hand in hand. The joy of supporting causes you care about is its own reward, but when done strategically, it…
Qualified vs. Non-Qualified Accounts? The account type you choose could change your tax bill, and your retirement timeline. Understanding how your investments are taxed isn’t just for accountants. It’s one of the most important…
