
Windfall Taxes: 6 Ways to Limit Them
Windfalls are curious events. By definition, windfalls are large, oftentimes unexpected financial gains that most commonly result from an inheritance, a lawsuit, a property sale, lottery winnings, monetary gifts from family, or even a significant […]
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COVID-19 is Affecting Social Security Benefits: Here’s What You Can Do About It
The light at the end of the COVID-19 tunnel may be drawing nearer and getting brighter as the CDC lifts restrictions and life resumes some semblance of normalcy; but, the long effects of this virus […]
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What Investors Need to Know About the Threat of Inflation in 2021
Everyone seems to have an opinion about where inflation is headed this year, especially in the wake of President Biden’s third dose of COVID-19 economic relief. The latest $1.9 trillion American Rescue Plan brings the […]
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REST. REFLECT. REGROUP. MOVE FORWARD.
We are officially past spring-break season and moving into summertime at sprinter speed! Sure, we toot the horn of saving and investing for the future, but what about enjoying the now a little bit too? I was […]
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What’s Your Retirement Number? Estimating Retirement Expenses
Planning for retirement can sometimes feel like taking a shot in the dark. How do you know if you’re saving enough? Will the market, inflation, or tax law changes derail my plans? How can I […]
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How Online Trading is Threatening Young Adults Right Now
What do Reddit, TikTok, and Robinhood have in common? They are all contributing to a huge problem plaguing young, vulnerable, and inexperienced investors. These all too easily accessible platforms are being used to glamorize (1) […]
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