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2024 Tax Planning

2024 Tax Planning

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different this tax year, and what you can do to prepare. Keep in mind that this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.  

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4 Critical Social Security Facts Retirees Must Know

4 Critical Social Security Facts Retirees Must Know

More than 70 million Americans (21 percent of the U.S. population) receive some form of Social Security. This public insurance has helped lay the economic foundation for Americans for more than 80 years, providing support to retirees and others. 

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8 Timeless Principles of Investing

8 Timeless Principles of Investing

Market movement, business decision, economic events, politics, and interest rates--many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on what's within your control. 

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