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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…
Permanent Life Insurance vs Term Life Insurance Which to choose? If you’ve ever felt confused about the difference between permanent life insurance and term life insurance, you’re not alone, and today were are here…
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Recent Posts
Rebalancing isn’t the most exciting part of investing. It’s not something you’ll see on the news ticker or in a flashy headline. Yet for people preparing for or living in retirement, it may be…
Wills and Trusts Estate planning is one of those topics that almost every client eventually brings up. The most common question? Do I need a trust, or is a will good enough? It seems…
