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February 27, 2024

2024. Should I Conribute To My Roth 401(K)?

February 27, 2024

2024. What Issues Should I Consider To Fund My Child’s College Education

February 27, 2024

2024. Where Should My Next Dollar Go?

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  • January 19, 2025

    Does a Strong Economy Mean a Strong Stock Market?

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  • January 19, 2025

    Financial Planning in Light of Recent Tragedies

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  • December 21, 2024

    Year-End Market Review: Resilience, Rate Cuts, and What to Expect in 2025

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  • November 15, 2024

    Election Update: What To Expect For Investments

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  • November 15, 2024

    November Planning Insights: Year-End Checklist

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  • October 21, 2024

    Charitable Giving in a Time of Need

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  • October 21, 2024

    The Election and Your Portfolio: What You Need to Know

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  • September 10, 2024

    Beyond The Portfolio: Net Worth

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  • September 10, 2024

    September 2024 Economic Update

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  • August 6, 2024

    Market Volatility and Your Financial Plan

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  • July 14, 2024

    Markets Show Continued Strength as Economic Data Weakens

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  • July 14, 2024

    Selling Your House? Maximize Your Tax-Free Gains

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