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How to Stay Steady When the Market Isn’t
Well before you retire start to put a 'volatility buffer' in place
Read MoreIRS Releases 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...
Read MoreUnderstanding Qualified Charitable Distributions (QCD)
I am just working with a client on a QCD and thought this may be useful info for many of you! As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable...
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How Much Do You Need to Retire?
I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need,” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million to retire comfortably in these 10 U.S. States...
Read MoreNew Retirement Contribution Limits for 2024
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement...
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Warren Buffett Says, "Don't Watch."
Have you ever heard the expression, "If you love sausages, never watch how they're made?" The same is true of stock prices. Warren Buffett once said, "I would tell [investors], don’t watch the market closely." In recent weeks,...
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Why August Can Be a Volatile Month
Why is August a volatile month? One simple reason: many people are on vacation. And when people are out of the office, the financial markets often see less trading, which can cause big price swings following news events. The Fitch...
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Outlook 2023: What's Next for Interest Rates?
What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...
Read MoreBusiness Preservation (Long Version)
Business Owner Succession Planning Succession planning for many business owners is usually on their to-do list. Unfortunately, this task is often overlooked or pushed aside. After all, it is a complicated process to determine what...
Read MoreCheck Your Financial Fitness (Long Version)
Check Your Financial Fitness Self-improvement can be considered a big industry in America. More than ever, people are focused on improving the quality of their lives by committing to personal development. Personal development consists...
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