Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
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By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little
More Americans are retiring earlier than you might think
Planning for retirement is without a doubt a long-term project that takes years of saving and