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Tax Deductions, and Who Gets Them
OBBBA’s Deductions, And Who Gets Them The tax bill signed into law on July 4th (One Big Beautiful Bill Act, or OBBBA, or OB3, just to name a few) has followed through on some of the headlines we had been hearing about for months, mainly around the new deductions it …
How does the 2025 Tax Bill Impact You?
On July 4th, a sweeping tax bill was made law, and many people are rightfully wondering what impact it will have on their specific tax ...
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4 Estate Planning Pitfalls
Jimmy Buffett is in the headlines again, and not for the reasons any Parrotheads would want. After Jimmy’s passing in 2023, his accountant and widow ...
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Getting Started with Budgeting
Budgeting: not the first thing many people want to do. But in order to meet your expenses, it’s necessary. So let’s reframe the term as ...
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Introduction to Investing
Investing doesn’t have to be intimidating or full of technical jargon. If you’re starting your career, and need to decide how to invest in your ...
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2024 Market Commentary and 2025 Outlook
If you read just one economic and market commentary, we hope it is this one. Each January, we see many articles covering the “year in ...
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Financial Planning Steps for the New Year
Financial Planning Action Steps to Take in the New Year With the arrival of a new year, there is an opportunity to build on ...
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Do you know the cost of your investments?
Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors ...
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Tax Planning for Year-End
With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax ...
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