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Maximizing Retirement Savings: The Medical HSA
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages:...
Feb 23, 20241 min read


The Two Big Challenges with Investing in Bitcoin
If you've been watching bitcoin prices lately, you already know they've made a spectacular run over the last year. In fact, as of early...
Feb 15, 20241 min read


It's a Matter of Tax Newsletter
The 2024 tax season is upon us, and it's time to get prepared for filing your taxes. Whether you're a seasoned taxpayer or a first-timer,...
Jan 29, 20241 min read


SEC Approval of Cryptocurrency Spot ETFs
In a significant development, the U.S. Securities and Exchange Commission has recently approved the introduction of the inaugural 11...
Jan 25, 20241 min read


Reduce Debt: 4 Great Books
A lack of financial education is often the main reason behind debt problems. Here are some awesome books that help grow your financial...
Jan 10, 20241 min read


Wall Street's Nod to the U.S. Treasury's Adaptive Approach in Managing National Debt
The U.S. Treasury's approach towards managing the burgeoning U.S. debt has recently garnered positive attention from Wall Street, marking...
Dec 20, 20231 min read


A Financial Twist to the 12 Days of Christmas
"The Twelve Days of Christmas" is a beloved English Christmas carol with origins dating back to the late 18th century, although the...
Dec 20, 20231 min read


Top Five Year-End Planning Moves to Consider
As the end of the year approaches, it's an opportune time to review your financial status and make strategic decisions that can impact...
Dec 12, 20231 min read


IRS Announces New 2024 Income Tax Brackets
The IRS just announced higher inflation adjustments for the 2024 tax year, potentially giving Americans a chance to increase their...
Nov 18, 20231 min read


Deciphering the New Age of Required Minimum Distributions: Strategies for Savvy Investors
The landscape of retirement finance is often complex, and the latest revisions to the rules governing Required Minimum Distributions...
Nov 10, 20231 min read


Spring Forward, Fall Back and Financial Planning
As autumn leaves blanket the ground and the days grow shorter, the familiar tradition of turning back our clocks approaches. The first...
Nov 3, 20231 min read


Social Security Benefits Set to Increase in 2024
In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced...
Oct 31, 20231 min read


Navigating the Financial Challenges of Dementia
Dementia is a complex and devastating condition that not only affects the emotional and mental well-being of individuals but also places...
Oct 29, 20231 min read


The Most Common Estate Planning Mistakes and How To Avoid Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we...
Oct 2, 20231 min read


The Most Common Estate Planning Mistakes and How To Avoid Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we...
Oct 2, 20231 min read


Crucial Estate Planning Steps Before It’s Too Late
Countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started. As 2026 approaches, the financial and legal communities are abuzz...
Sep 25, 20231 min read


Crucial Estate Planning Steps Before It’s Too Late
Countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started. As 2026 approaches, the financial and legal communities are abuzz...
Sep 25, 20231 min read


Are We On the Brink of the Elusive Soft Landing?
In the intricate world of economics, maneuvering the vast U.S. economy without causing disruptions is likened to steering a colossal ship...
Sep 18, 20231 min read


Are We On the Brink of the Elusive Soft Landing?
In the intricate world of economics, maneuvering the vast U.S. economy without causing disruptions is likened to steering a colossal ship...
Sep 18, 20231 min read


What Web 3.0 Will Mean for Small Businesses
The digital landscape is on the brink of a new era – Web 3.0. As the next evolution of the Internet, Web 3.0 offers a host of exciting...
Sep 2, 20231 min read
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