For most small business owners, estate planning sits at the very bottom of the to-do list. Between client work, payroll, and planning next quarter’s goals, the idea of drafting legal documents for a “ …
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Financial fear is something everyone feels at some point. And lately, it seems harder to escape. Between political uncertainty, economic shifts, and global conflicts making news hourly, the headlines …
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When most people think about a financial plan, they picture spreadsheets, retirement projections, and a lot of numbers. And yes, those are part of it. But what often gets overlooked is what a plan …
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A new executive order from President Trump could open the door for alternative assets, such as cryptocurrency, private equity (PE), real estate, and digital tokens, to be invested in 401k plans. While …
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If you ever thought your portfolio is “diversified” because you own a few different mutual funds or a dozen stocks, it might be time to revisit what that word really means. Diversification is one of …
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One of the big reasons people first enter my (virtual) office is because they were hit with a very large tax bill and do not quite understand why. They didn’t sell a business, get a huge raise, or m …
Continue Reading about Three Sly Reasons Your Taxes Are ALWAYS Higher Than You Think →
