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Market Update 2023 Q1

Market Update 2023 Q1

Mini-Video: Top 5 Financial New Year's Resolutions

Mini-Video: Top 5 Financial New Year's Resolutions

What does it mean to have a financial plan?

What does it mean to have a financial plan?

Having a financial plan is a crucial step towards achieving your financial goals and improving your overall financial situation. A financial plan is a comprehensive document that outlines your income, expenses, assets, liabilities, and goals, and provides a roadmap for how you will achieve your financial objectives.

Top 5 Financial New Year's Resolutions

Top 5 Financial New Year's Resolutions

Are you thinking about your New Year's resolutions? With inflation and talk of a recession, many of us are particularly focused on improving your financial situation in the coming year. Here are five financial New Year's resolutions that can help set you on the right track:

Inherited IRA Rules for 2022

Inherited IRA Rules for 2022

Appropriate Checklist for Year-End Tax Planning

Appropriate Checklist for Year-End Tax Planning

What are appropriate checklists for year-end tax planning?

Cliff's Notes - November 4, 2022

Cliff's Notes - November 4, 2022

“I would also say it’s premature to discuss pausing and it’s not something that we’re thinking about. That’s really not a conversation to be had now. We have a ways to go. And the last thing I’ll say is that I would want people to understand our commitment to getting this (quelling inflation) done, and to not making the mistake of not doing enough…

Market Update - October 13, 2022

Market Update - October 13, 2022

Flash Market Update

Flash Market Update

Simplified Employee Pension Plans (SEPs)

Simplified Employee Pension Plans (SEPs)

A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP-IRAs) set up for themselves and for each eligible employee. These contributions may be deducted from your business's income and excluded from your employees' income. A SEP may not only provide you with a…