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Congress’ passing of the Secure 2.0 Act at the end of 2022 provides savvy planners with many new ways to benefit from retirement savings. Join Matt Robison and I this week as I walk through some of the changes
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January’s over and I’d be willing to bet that if you bothered to make a resolution, you probably already broke it, am I right? Resolving to make some significant change in your life can feel overwhelming, not to mention
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People make financial decisions for a plethora of reasons. While we may understand that it makes more sense, financially, to invest extra cash in the market, sometimes pulling the trigger on a lump sum can lead to anxiety and
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Find out what you should be focusing on in your end of year portfolio!
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While college tuition is a common financial planning line item amongst my clients, I also find myself having more and more conversations about private elementary and secondary education. Tune in this week as Matt Robison and I discuss what
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The Fed raised the interest rates for the sixth time in nine months prompting many of my clients and listeners to ask “what does this mean for me?” Matt Robison and I sit down to talk about the ramifications
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Last week we opened up a dialogue to help parents talk to their kids about money. Join Matt and I this week as we dive in a little deeper and explore: Enabling failure (say what?) Chores and Allowances Apps
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“Dad, how much money do you make?” “How much did our car cost?” “What did you pay for our house?” Kids rarely have filters. As uncomfortable as it can be to answer questions about human sexuality, we also feel
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Handing your W2’s and 1099’s to your preparer might be the extent of your participation when it comes to income taxes. Having a general understanding of how taxes work can give you a new perspective on just how much
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