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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....