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Recent Featured Blogs
Don’t Miss It: The…
If you are a business owner do not miss this opportunity to claim significant tax credits which continue to be enhanced. The Employee Retention Credit... Read More
Retirement Planning Around Age…
Your 50s are an excellent time to get serious about retirement planning. By this point in life, you know a lot about your preferences, you’ve... Read More
How to Maximize Social…
How to Maximize Social Security? Start Early In this article, we are talking about maximizing! We are trying to provide the best benefit possible that... Read More
Tax-Loss Harvesting
Selling Securities at a LossWe sold mutual funds and ETFs for clients last week that resulted in over $158,000 of losses and we’re actually pretty... Read More
The Best Questions to…
Making the decision to hire Financial Advisor is a really IMPORTANT thing. This is going to be the person you turn to, to advise you... Read More
Financial FAQs
Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want... Read More
Series I Savings Bonds…
Given heightened and potentially persistent inflation, I want to address an investment option for certain people who might benefit from a slightly illiquid form of... Read More
Box Spreads as a…
Box spreads provide the ability to transform fixed-income returns (typically ordinary income tax treatment) into capital gains. This is particularly valuable when there are realized... Read More
GMAT vs GRE for…
The short answer is: for MBA take the GMAT!-GMAT is still the gold standard (78% of Harvard’s class of 2022 accepted with GMAT vs 22%... Read More
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