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Your 2025 Year-End Financial Checklist: Key Moves Before December 31 As we close out the year, December is one of the most important months for financial planning. A few strategic steps now can...

529 plans vs UTMAs When families begin saving for their children’s future, two popular options often come up: 529 college savings plans and UTMA custodial accounts. While both are designed to help...

On July 4th, President Trump signed the “One Big Beautiful Bill Act” (BBB) into law, introducing wide-ranging changes to areas such as taxes, benefits, and savings. While much of the discussion has...

When planning for retirement, taxes can take a bigger bite out of your savings than you might expect. One way to stay ahead of this is by considering a Roth IRA conversion. Here’s how it works: you...

If you’re approaching retirement and hold employer stock in your 401(k) or company retirement plan, there’s a little-known tax strategy that could save you significantly in taxes: Net Unrealized...

With headlines dominated by trade tensions and new tariffs, it’s easy to feel the urge to react and make changes to your portfolio. However, history shows that emotional investment decisions often...

As tax season approaches, here’s a quick list of creative deductions business owners often overlook: 1. Online Advertising: Do you advertise on social media platforms like Facebook or Instagram?...

We are nearing the end of a fantastic year for the stock market. It is not unusual for our clients to be up 20% this year. This is a good time to consider the following: - Avoid taking unnecessary...

Election season brings noise that can feel overwhelming and anxiety-inducing, especially with concerns about its effect on the markets. However, many common fears about elections and investments are...