Social Security faces funding challenges—what does that mean for your retirement?
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Think you’re paying too much in taxes? You might be surprised to learn today’s income tax rates are near historic lows. But that won’t last forever…
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Discover why ‘diversifying advisors’ could be the biggest mistake in your financial plan
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Want to support your favorite causes and reduce taxes? Discover how Charitable Remainder Trusts and Charitable Lead Trusts can help you do both
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Estate taxes can quietly erode the legacy you’ve worked a lifetime to build. Discover smart, legal strategies to reduce or even eliminate estate tax
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Diversify, but do so with intent
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Facts and Myths: Gold
It has been one of the more common questions I’ve received throughout my career. Should I invest in gold? Is now a good time to buy gold
Do you have both a Traditional & Roth 401(k) option but don't know which one to choose? Read to discover how they differ
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How you can protect against elder abuse
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Three things I learned from the 2008 Financial Crisis:
It was 2006 and I had landed my first job. Well, my first “real job” in my eyes; not that cleaning pools
Wondering if you need both a trust and a will? Read on to find out
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Will This Bull Market Continue into 2025? What Past Bull Markets Tell Us
As I’m sure you’ve noticed, the U.S. stock market has been in high gear for over 2
