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We want to keep things educational, fun, and easy to understand. Clarity and Transparency are the cornerstones of how we work with clients to help them overcome any barriers to financial success. Hopefully you find our content informative and/or relatable.
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. Here are a few of the most critical.Read More
Concentrated stock positions occur when someone has too much stock in one company for their risk tolerance. If the stock price declines, it can have a significant impact on the investor's overall portfolio. Sell, diversify, and hedging...Read More
The best way for an employee to compare medical insurance options is to: understand your needs, compare the costs, compare the benefits, consider the provider network, read the fine print, use a comparison tool, talk to your employer.Read More