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Understanding OBBBA: A New Era for Seniors
Navigating Legislative ChangesLegislative shifts can be unsettling, especially for seniors who are planning their financial future and healthcare needs. The newly signed One Big Beautiful Bill Act...
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Avoid Costly Year-End Tax Surprises for Your Business
As the year quickly comes to a close, many business owners find themselves caught off guard by unforeseen tax challenges. Without proper preparation, these costly surprises can jeopardize the best...
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Rethinking 401(k)s: A Guide for Small Businesses
Challenging Outdated PerceptionsThe notion that 401(k) plans are too complex or expensive for small businesses is outdated and needs rethinking. As a small business owner, you already juggle...
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Harvard's $50 Billion Liquidity Crunch
Harvard is reportedly issuing $1.2 billion debt to raise cash. Seems their $50 billion endowment, much like that emergency stash of cash you swore you wouldn't touch, isn't exactly liquid when you...
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I have saved for decades. Now what?
From Saver to Strategist: Taking Control of Your Retirement FinancesYou've diligently saved for retirement, and now you're wondering, "What's next?" It's a common feeling. After decades of...
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Social Security Fairness Act: Key Changes & Benefits You Need To Know
On January 5, 2025, a pivotal change unfolded for millions of retirees across the nation. The signing of the Social Security Fairness Act marked the dissolution of antiquated provisions that had...
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Navigating Life Insurance Trends for 2025
As we step into 2025, understanding life insurance trends becomes paramount for securing your financial future and protecting your family. Updated statistics are vital tools that enable us to make...
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Investment Comparison: Lump Sum VS Dollar Cost Averaging
Do you have some extra cash you want to invest, but not sure if this is a good time to go "all-in"? Well, here's a chart that demonstrates how two different approaches might work out. See that blue...
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