Financial Blog

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April 25, 2025

Smart Moves to Lower Your Business Tax Bill for 2025

By taking proactive steps now, you'll reduce your tax bill and bolster your business's financial health

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April 10, 2025

Building a Strong Foundation for Your New Business

Launching a new business is an exciting endeavor, full of potential and challenges alike

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April 5, 2025

Understanding Risk Tolerance for Smarter Investments

When managing investments, understanding your risk tolerance is crucial. It's the balance between seizing opportunities and safeguarding against potential losses.

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March 28, 2025

Understanding the Social Security Fairness Act

Understanding the Social Security Fairness Act

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February 20, 2025

The Influence of Politics on Stock Market Dynamics

Understanding the relationship between politics and stock market movements is essential for investors seeking to navigate these waters.

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January 30, 2025

2025 Tax Updates in Progress

As of January 2025, under President Trump's administration, several tax policies have been proposed or enacted that may impact deductions, the Qualified Business Income (QBI) deduction, and other relevant tax provisions.

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September 18, 2024

Benefits of Asset Location

Asset location involves putting your money in accounts or areas that provide the tax benefits available to you.

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September 5, 2024

Tips for Preventing Identity Theft

Helpful tips to protect yourself from identity theft

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August 29, 2024

Financial Order of Operations

The Financial Order of Operations is a principal framework which lays out the necessary actions for people to reach financial prosperity efficiently and effectively

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October 18, 2024

Business Owner Tax Considerations

Running a business can be quite intricate with various aspects to manage and one key element is handling taxes.

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December 31, 2024

When Should I Get a Financial Advisor

When do you think it's a good idea to reach out to a financial advisor? It's a question many people ponder as they navigate their path. While some believe financial advisors are only, for the wealthy the reality is that everyone can gain from the knowledge and advice of a professional.

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July 30, 2024

Restricted Stock Units

Restricted stock units (RSUs) are a form of equity compensation that many companies offer to their employees as a way to incentivize them to stay with the company and share in its success. RSUs can be a valuable asset, but they also come with their own set of financial planning considerations.

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