Digital Resouces

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  • Woman using a magnifying glass to review paper tax forms

    Retirement Tax Watch

    August 5, 2025

    Are you wondering how the 2025 Tax Bill might impact your retirement? This article walks through the new tax breaks and discusses changes related to retirement and what they might mean for your future planning. Dive in to find out how you might navigate the changes.

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  • A happy, young couple just got the keys to their first home.

    Can the Next Generation Afford Home Ownership?

    July 22, 2025

    This article explores factors influencing housing affordability, the impact of current economic conditions, and future prospects. Readers will discover insights into decision-making for first-time real estate purchases and strategic approaches to homeownership.

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  • A young couple is reviewing a document, in front of their laptop, sitting at a table.

    One Big Beautiful Bill: What You Need to Know

    July 15, 2025

    See the latest insights into the recent legislative bill. We will address the primary questions you might have about tax policy changes in effect now. Discover its significance and potential impacts on personal and professional fronts, and the steps you might need to consider.

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  • A concerned man reviews his grocery bill in front of the produce section of a market. There is a cargo ship and containers, as well as a truck to transport goods, in the background. There are dollar signs signifying the cost of items in the supply chain is a concern.

    Tariffs, Trade and Your Grocery Bill

    July 7, 2025

    How do tariffs affect what you pay at the grocery store? This article dives into the complex relationship between trade policies, groceries and durable goods, as well as impacts on your portfolio. It unravels the mystery of why prices rise or fall based on global trade changes and helps the reader understand the bigger picture.

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  • 5 Battle-Tested Investing Tips & Wisdom

    July 1, 2025

    Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom, and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.

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  • Volatility Doesn't Mean Failure

    June 24, 2025

    During market volatility, people question how it shapes their future. Explore the realities of fluctuations and uncover strategies that can turn negatives into opportunities. Understand resilience and balance, and why volatility doesn't have to mean failure.

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