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Posted August 6, 2024
Planning for the distribution of your estate is complex. There are so many variables to consider, like family dynamics, changing values and ever-changing tax rules. It can be easy to simply ignore the planning, but that just leaves your heirsREAD MORE
Posted July 25, 2024
Dealing with student loans is merely the beginning of the financial journey to becoming a doctor. As a doctor’s career progresses their income levels change over time, from completing their residency to transitioning through career stages and starting their ownREAD MORE
Posted July 15, 2024
Second Quarter 2024 in Review The U.S. economy has slowed in 2024, but growth remains positive. The economy expanded at an annual rate of 1.6% in the first quarter of 2024 and is on track for a similar result inREAD MORE
Posted July 9, 2024
For most pre-retirees, planning for retirement includes deciding when to begin receiving a monthly benefit from Social Security. However, lately there has been a lot of news questioning the ability of the Social Security Administration to pay out these benefitsREAD MORE
Posted July 2, 2024
These days, it seems everyone is talking about inflation. Many Americans are apprehensive about how expensive things like food, gas and insurance have become, and about whether the increases will continue to get worse. Being that we’re in a presidentialREAD MORE