Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs […]

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The Impact of SECURE 2.0 in 2024 and Beyond

SECURE 2.0: 7 Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed […]

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A Year-End Financial Checklist

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set […]

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AI’s Role in Shaping Our Tomorrow: A Look Ahead

While artificial intelligence (AI) is making headlines today, the concept of “thinking machines” can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in […]

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Top 10 Questions High-Net Worth Individuals Ask About Social Security

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your […]

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Understanding the “September Effect”

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s […]

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Don’t Get Hooked: A Guide to Recognizing and Avoiding Phishing

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become […]

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Money Tips for Parents Sending Children Off to College

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing […]

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Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of […]

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The 6 Biggest Mistakes DIY Investors Make and How to Avoid Them

Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a […]

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How the SECURE 2.0 Act Changed 529 Plans

Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. […]

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Health Savings Accounts: Pros, Cons, and Retirement Considerations

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover […]

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