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Managing Money
When individuals mention the person who “manages my money,” they are often referring to the person who ha...
Celebrating a Market Anniversary: The Day the Dow Hit 10,000
It was 25 years ago today, March 29th, 1999, that the Dow Jones Industrial Average (DJIA) topped the 10,000 mark for ...
Retirement Plan Contribution Deadlines
As the tax filing deadline approaches, it is important to understand the deadlines for retirement plan contributions....
March Isn’t Just About Shamrocks!
It’s true – St. Patrick’s Day is probably the most popular holiday in March. But did you know about St....
Navigating Tax Payments in Retirement: Estimated Taxes and Alternatives
Retirement changes your income – and your tax obligations. But retirement won’t eliminate your tax obliga...
It’s Not the Size of the Gift That Matters
How much does it take to make a difference in someone’s life? How much money do you need to make a “trans...
Should You Carry a Mortgage into Retirement?
As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mor...
The Rules of Personal Record Retention
Personal record retention is always a hot topic as individuals seek to downsize their homes or simply need to purge a...
Preparing for Change: The Federal Estate Tax Exclusion and Estate Planning
Estate tax will be a hot topic as we approach December 31, 2025. Currently, the exemption amount is $13.61 million pe...