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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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August 12, 2025
7% Mortgages: Strategies for Buyers, Owners, and Empty-Nesters

For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.

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August 5, 2025
Retirement Tax Watch

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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July 22, 2025
Can the Next Generation Afford Home Ownership?

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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