Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025
Important Tax and Financial Numbers for 2025 Read More »
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Should I use an annuity as part of my retirement income strategy?
Should I use an annuity as part of my retirement income strategy? Replacing the income you are used to in retirement can be complicated. You’ve likely spent decades building wealth, investing wisely, and working toward financial security. But as retirement nears, the question becomes: how do you turn your assets into sustainable income for the
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What’s the right strategy for funding my child’s education?
What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education. However, for us, funding that education goes beyond just saving money,
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How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest?
Planning for retirement can feel like staring at a giant puzzle where all the pieces seem to be scattered everywhere. If you’ve ever found yourself wondering, “How much do I need to have saved to comfortably live off just the interest for $80,000 annually?” You’re not alone! Many people are grappling with this very question.
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How Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?
How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes. Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But
Small Business Cycles Mimic Financial Market Cycles
Does Small Business Cycles Mimic The Financial Market Cycles? Small Business and Market Conditions I’ve been acutely infatuated with the conditions in which I observe vehicles on the road during various market cycles. I’ve taken notice and have determined that there is a correlation between the vehicles I observe through my car window while driving,
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