Proactive Year-end Tax Planning for 2023 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...
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Traditional and ROTH IRAs
Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a...
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2nd Quarter 2023 - Economic Update
The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling...
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