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The Triple Tax Benefit of a Health Savings Account
Too often we hear people referring to health savings accounts...
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What Happens if Congress Doesn’t Raise the Debt Ceiling?
The federal government fiscal year ended yesterday, September 30th, and...
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8 Ways to Reduce Fiduciary Liability
In 2020, nearly 100 lawsuits alleging breach of fiduciary duty...
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Child Tax Credit
The American Rescue Plan, passed in 2021, increased the maximum...
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A Beginners Guide to Cryptocurrencies
Questions such as “What do you think of cryptocurrencies?” or...
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Retirement Fund Fees Explained
Retirement fund fees are complex. Between administration, investment management, record-keeping,...
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How to Increase Valuation of a Company Before You Plan to Sell
How do you increase the valuation of a company before...
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Not Quite Bull, Not Quite Bear… A “Bunny Market?”
We all have a general idea of what “Bull” and...
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Rising Interest Rates
Are interest rates going up? Investors have always known that...
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Unclaimed Funds: A Modern-Day Treasure Hunt
What are unclaimed funds? Did you know you can find...
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Is This Real Life?
If you have ever seen “David After Dentist” on YouTube,...
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U.S. Elections and Stock Market Returns
Once every four years, politics and finance converge as the...
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