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When working with a financial advisor, understanding how they’re compensated is crucial to ensuring you’re getting value for your money.
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With tax season in full swing, many taxpayers find themselves scratching their heads over the complexities of the U.S. Federal income tax system. We're going to break down how federal income tax rates apply to a middle-class family earning $250,000 annually, and why earning “too much” isn’t as bad as you think.
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The world is digital and is becoming more interconnected every day. Technology has made our lives infinitely more productive and convenient. And while this digital transformation has been happening since the turn of the century, with the advent of new technologies (e.g. cryptocurrencies and artificial intelligence) the changes are accelerating.
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As we step into 2025, many of us are crafting resolutions aimed at personal growth and financial wellness. While hitting the gym or learning a new skill are common goals, one resolution that could dramatically transform your financial future is partnering with a flat fee financial advisor.
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With former, and now future President Donald Trump back in the White House in January 2025, many are speculating about the future of the Tax Cuts and Jobs Act (TCJA). This significant piece of legislation, passed in 2017, brought about major changes to the U.S. tax system. Let's explore what Trump's reelection could mean for these tax policies.
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Spooktacular Spending: How Much Are We Shelling Out for Halloween in 2024? As the leaves turn and the ghosts and goblins start to emerge from their hiding spots, it’s that time of year again—Halloween!
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In the world of investing, we often hear about the latest hot stock, or sector that's making waves in the market. But is this really the best strategy for long-term financial success? Here’s a quick explainer on why investment diversification matters and why you shouldn't just chase the latest market darling.
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Both major party presidential candidates have discussed changes to some of the benefits American taxpayers receive from the Federal government. Two key concepts related to these campaign promises are tax credits and tax deductions.
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If you’re a high-income earner looking to maximize your retirement savings, you may have heard of the mega backdoor Roth strategy.
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