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Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same as most: “How can I pay less next year?” Of course, specific tax advice needs to come from a tax planning professional. Each person...

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How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

What Is a Tariff?

What is a tariff? It’s a tax that governments around the globe impose on imported products that consumers and businesses...

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

Why Embrace Personal Capitalism?

There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest...

Investing Terms You Should Know

Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your...

Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

How the Federal Reserve Works

Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted…