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Stay Secure This Tax Season: Protecting Your Financial Information
As tax season approaches, knowing how to recognize potential threats is an important step in protecting yourself. It’s important to remain vigilant against increasingly sophisticated scams and fraudulent activity. Periods of heightened...
Read More2026 - 1st Quarter Market Commentary
U.S. stocks finished the year on a strong note, rebounding impressively after the volatility triggered by the announcement of new tariff rates on Liberation Day. While artificial intelligence dominated headlines, market gains were ...
Read MoreThere’s a new (big and beautiful) tax bill – how does it affect you?
What tastes better? Hamburgers and hot dogs with family and friends, or an 1,100-page piece of legislation served on your plate? Depends on who you ask. On July 4th, President Trump signed what is officially known as the "One Big...
Read MoreBeneficial Ownership Interest
Ultimately, for business owners that are aware of the new reporting requirements, the filing of the Beneficial Ownership Information Report should be a rather minor administrative headache. However, forgetting to file or update within ....
Read MoreThings You Should Consider with Equity Compensation Decisions
All those long hours and hard work has paid off and you have an opportunity to earn “Equity Compensation”. Just like a dog chasing a car you may not have a plan for when you finally catch what you were chasing. The uncertainty and...
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Creating A Financial Plan Really Is Simple
Creating a financial plan doesn’t have to be another one of those daunting tasks that is procrastinated. Here is what to expect from a financial advisor that makes the complex simple: First, you should interview two or three...
Read MoreHow to Manage Your 401k Account During Market Declines
Market downturns happen… but don’t last forever. Time in the market matters, not market timing. Markets reward long-term investors. Having an investment plan and sticking to it is the best course of action to avoid emotional trading....
Read MoreHow to use 529 Plans to Fund a “Legacy Roth” for your Child
529 plans have long been the preferred option for parents, grandparents, and investors alike to fund qualified education expenses. While this isn’t likely to change, a recent decision in Washington, D.C. haschanged the game and...
Read More5 Questions for GM Employees Considering Taking the Recent Voluntary Severance Offer
GM recently announced that they are offering a voluntary severance program, which could be an interesting option depending on your age and how you feel about your career. But you’ll want to consider your options quickly because you...
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