
My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.”…
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My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.”…
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“A study of happiness found that social media use ranked dead last, out of twenty-seven different tracked leisure activities, in making people happy.” – Scott…
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Why the “$2 Million to Retire” Rule Is Misleading If you’ve ever Googled “How much do I need to retire?”, you’ve likely come across articles…
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“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You…
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Market uncertainty is the rule—not the exception. Interest rate hikes, inflation pressures, and political noise aren’t going away anytime soon. If you’re nearing or in…
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Springtime signals renewal—a perfect opportunity not only to clean your home but to tidy up your finances as well. Add these tasks to your list…
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If you’re nearing retirement or already enjoying it, you’ve likely heard about Required Minimum Distributions (RMDs). But for many, the mention of RMDs brings a…
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When it comes to retirement, few decisions feel as weighty as when to claim Social Security. Do you take it early and lock in a…
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Estate planning might not be the most exciting topic, but it’s one of the most thoughtful ways to protect your family’s future. Whether you want…
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