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January 23, 2025

What is a Financial Plan? 6 Components to Know

Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage...
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January 20, 2025

Health Savings Account = Wealth Building Benefit

What is an HSA? A Health Savings Account (HSA) is a tax-advantaged account that can be paired with a high-deductible health plan....
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January 6, 2025

2024 in Review: Top 10 Blogs

Curious what blogs captured the most attention on our website in 2024? Discover the highlights by exploring our top ten most-read blogs...
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Jar of money with a heart next to it representing charitable donations
December 29, 2024

Substantiating Charitable Donations for Tax Purposes

To claim a deduction for a charitable donation, you must have certain documentation. The current tax law requirements are summarized in the...
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Couple meeting with a financial professional
December 17, 2024

How a Financial Professional Can Help Lower Your Tax Bill

Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially...
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Man looking worried while looking at paperwork
December 3, 2024

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often...
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Retired man looking at his phone
November 25, 2024

Navigating 6 Common Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been...
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man and woman smiling at papers on a clipboard
November 19, 2024

The Real Answer to Your Financial Questions: It Depends

When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the...
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