April is National Financial Literacy Month

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Apr 14, 20223 min read

Save Your Tax Refund!

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Mar 31, 20223 min read

Parallel Design Group Feature

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Mar 23, 20224 min read

The NASDAQ Bear Woke Up Angry on March 7th

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Mar 11, 20223 min read

Inflation: The Not-So-Silent Retirement Killer

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Mar 2, 20223 min read

Russia Invades Ukraine and S&P 500 Corrects

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Feb 24, 20223 min read

What to Do If (When) Your Taxes Start Going Up

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Feb 15, 20224 min read

Seven Suggestions for Tom Brady Before Retiring

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Feb 10, 20224 min read

How a Well-Designed Financial Plan Helps You Endure Market Volatility

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Feb 2, 20223 min read

What to Do if You Underpay Your Taxes

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Jan 27, 20223 min read

Charitable Donation Strategies

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Jan 20, 20225 min read

Why a January Market Correction Might be Good

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Jan 12, 20222 min read

Financial Plans and Contributions to Make Before 2022 is Upon Us

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Dec 17, 20214 min read

How To Prioritize What’s Important In Your Budget

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Dec 1, 20214 min read

Millennials and Retirement

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Nov 5, 20212 min read

Ski Season & the Risk of Market Peaks

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Oct 29, 20213 min read

Understanding the Investor Fear Index: the VIX

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Oct 22, 20214 min read

Musk’s Expiring Tesla Stock Options Put Elon in Perverse Tax Dilemma

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Oct 13, 20217 min read

What Happens if the Debt Ceiling is Not Raised?

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Oct 8, 20212 min read

Caregiving Affects Women Differently

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Sep 24, 20212 min read