This episode provides a market update through August 31 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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Here are some financial tips to add to your “packing list” as you head off to college. Want to learn more about withdrawing funds from your 529 Plan, covering the cost of college, establishing a Power of Attorney for your child, and more? Head over to my recent blog post! 

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This episode provides a market update through July 31 2024! Interested in learning more about this topic? Head over to our blog by clicking here for more information -- including graphs and visuals.

Interested in learning more about our firm? Click here to schedule a conversation!

US Large Cap equities have performed extremely well lately. Can that continue? Don't miss our accompanying blog here.

Have questions? Reach out! We're here to help.

This episode provides a market update through June 30 2024!

Here is my graduation gift for those starting their first job - and a refresher for others already working. Interested in learning more about this topic? Don't miss our blog post!

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This episode provides a market update through May 31 2024!

The latest funding status of Social Security and Medicare is available.  Yes, the programs will be around when you retire, but benefits may be reduced.  Here is a financial overview of these programs in a Q&A format.

This episode provides a market update through April 30 2024!

Before tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.