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The Importance of Avoiding Burnout
When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement,...
Social Security and How to Maximize it
Take No Social Security payments Until You’ve Learned How to Maximize Them One of the biggest mistakes people can make when planning for retirement is failing to maximize their Social Security benefits. Why is this a mistake? After all, you may have heard that Social...
Areas of Uncertainty
Everyone knows that April showers bring May flowers. But this year, the saying could be, April tranquility brings May volatility. Okay, maybe that saying won’t catch on. But still: Up one day, down the next, flat overall — this has been the state of the markets for...
Biden Tax Changes
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...