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October 20, 2025
October is the Time to Start Tax Planning

Learn the importance of starting tax planning in October, while there’s still time to make financial changes before January. Several strategies mentioned can have an impact on taxes, come April. Dive in to learn more about optimizing your taxes with early preparation.

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October 17, 2025
Understanding Capital Gains Taxes and Planning

Are you familiar with the capital gains tax? This article dives into the essentials of this tax—what it is, why it matters, and how it may apply to your assets. Understanding capital gains can help you make more informed decisions and potentially save money in the long run.

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October 10, 2025
Strategies for Lowering Retirement Income Taxes

Have you considered how to minimize income taxes in retirement? This article covers strategies that can potentially reduce the tax burden on your retirement income. It provides insight into some beneficial approaches you can consider in your long-term approach.

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October 2, 2025
Maximizing Retirement Savings: The HSA

Have you heard about the tax benefits of using a Health Savings Account (HSA)? Discover how you can maximize savings and plan for future medical expenses. This quick read will share different tax advantages of having an HSA and how this may benefit you in the long-term.

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September 19, 2025
Estate Planning for Intellectual Property

Are you an author, artist or owner of a business? You might have intellectual property! This article will guide you through concerns of estate planning for intellectual assets, providing insights into what you need to consider ensuring your creations are preserved and passed down as you desire.

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September 12, 2025
The Unique Advantages of Special Needs Trusts

Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.

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September 3, 2025
The ABCs of Estate Planning

Do you need an estate plan? It’s not always a popular topic, but it’s an important consideration for everyone, regardless of income or age. Learn the basics of what’s covered in estate planning and how a professional can guide you through your unique circumstances.

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September 2, 2025
10 Estate Planning "Must Do" Items

Are you curious about estate planning? This article delves into key points to help protect assets and ensure your wishes are honored. From wills, trusts and various powers, to designating the right beneficiaries, it offers points that could save you time in the end.

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August 26, 2025
August Student of the Market

How well do US stocks perform after hitting an all-time high? View recent and historical trends. We also look at the impact of higher volatility on economic growth. Finally, a review of active management and how stocks and bonds performed in their respective indices.

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August 19, 2025
Tax Loss Harvesting Amid Market Volatility

Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.

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