Mothers hold their children’s hands for a while but their hearts forever. Happy Mother’s Day!
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Five overlooked tax deductions to help manage your tax bill.
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Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider these three important questions...
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Keeping perspective is essential. This whitepaper looks at how having a better understanding of the business cycle can help you stay focused during periods of economic transition: bit.ly/47jkn1P
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Understanding Net Unrealized Appreciation and Equity Compensation. bit.ly/3qZO2fU
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Whether it’s because they have misconceptions about estate strategy or because they passed unexpectedly, these celebs have seen their legacies turn into games of tug-of-war: bit.ly/3QuUNzI
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Figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for you? Take a look at our infographics to help you decide. bit.ly/3WmWeS1
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Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. bit.ly/3SpFbNq
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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype? bit.ly/3i6eWOQ
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Pursuing a sound financial strategy doesn't have to be overwhelming. This helpful whitepaper includes bite-sized pieces of timeless financial advice. bit.ly/3r8P75i
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As a father-daughter team, we are especially equipped to handle your legacy planning needs. We use our collective wisdom to truly understand you and your family’s personal and financial goals. Learn more: bit.ly/3jh4kxw
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Figuring out retirement choices can be a little intimidating. There are a number of choices and pros and cons to each option. Take a look at our infographic to help you decide. bit.ly/3WmWeS1
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One common factor investors look into is how presidential elections will affect the market. With the upcoming election, let's look into the past performance of the S&P 500, which actually has a trend of positive gains for stocks on average.
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No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. bit.ly/3SpFbNq
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How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules: bit.ly/3IV73Gd
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An upward movement in the average level of prices. Each month, the Bureau of Labor Statistics reports on the average level of prices when it releases the Consumer Price Index (CPI).
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