Tax Planning vs. Tax Preparation: They're Not the Same Thing
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
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What 2025 Taught Us About Staying the Course
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
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One Economy, Two Realities: Understanding Today's Economic Divide
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...
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What Recent Inflation Signals Mean for Financial Planning
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The...
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Overlooked Retirement Expenses (And How to Plan for Them)
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most...
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Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get...
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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes...
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5 Time-Tested Investment Strategies to Match Your Financial Mindset
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it...
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Financial Spring Cleaning: 8 Ways To Refresh Your Finances
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing...
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5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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How to Stay Invested in Volatile Markets Without Losing Sleep
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even...
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