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4 01, 2024

What You Need to Know About the 2025 Tax Code Sunset

By |2024-01-04T19:06:09+00:00January 4th, 2024|

Tucked into the fine print of the Tax Cuts and Jobs Act (TCJA) of 2017 was a little-noticed detail — many of the individual tax law provisions are set to “sunset” on January 1, 2026, reverting the code to 2017 statutes.  This expiration date applies to key changes that impacted personal income tax rates, standard deductions, exemptions, and more. While some hope that Congress will act to extend the provisions [...]

20 09, 2023

The Art of Asset Allocation: Balancing Risk and Return in Your Portfolio

By |2023-09-20T15:49:46+00:00September 20th, 2023|

In the world of finance, there's a delicate dance that investors must master — the art of smart asset allocation. It involves the careful selection and distribution of various investments within a portfolio to strike the perfect balance between risk and return.  “Asset allocation” simply refers to how you divide your funds among different asset classes, such as stocks, bonds, real estate, commodities, and cash. The goal is to maximize [...]

6 06, 2023

3 Ways to Demystify IRAs for Small Business Owners

By |2023-06-06T16:19:38+00:00June 6th, 2023|

As a small business owner, your success depends on offering a strong value proposition for your customers and employees. Employer-sponsored retirement plans contribute to a positive company culture, which helps you attract and retain top talent. And the numbers back this up — 68% of workers say pension or retirement plans are a critical factor in staying with a job. 87% of Millennials want to learn more about financial planning, [...]

27 04, 2023

Financial Planning Tips for Small Business Owners

By |2023-04-27T18:29:46+00:00April 27th, 2023|

As every entrepreneur knows, building a successful business takes hard work, dedication, and passion. It also takes a healthy infusion of capital, financial smarts, and savvy risk management. Small business owners are especially vulnerable to inflation, market volatility, natural disasters, and other cost-incurring events — but partnering with a skilled and experienced financial advisor can help ensure your success.  Let’s take a deep dive into some crucial insights and advice [...]

28 02, 2023

Mastering the Art of Debt-Free Living

By |2023-02-28T17:53:06+00:00February 28th, 2023|

Being free of debt is a goal that many people strive to achieve. It is a way of life that allows you to enjoy less stress and more freedom to pursue your dreams. In order to truly master the art of debt-free living, it’s vital to understand the principles of debt-free living and practice them consistently. A recent study shows that the cost of living is rising faster than income, [...]