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Financial Stress

Tax Efficiency Thru Inflationary Period Q&A Session

Every individual has had to deal with taxes upon joining the workforce. For some, they learn around the ripe age of 16. For others, their first taxable wages appear after graduating college. Regardless of when you’re first taxed, it’s something that will happen, likely, until the day you die. The frustrating aspects usually surround the […]

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Role of Communication in Managing Finances as a Couple

Navigating finances as a couple can be challenging. It’s not just about managing money—it’s about aligning your wants, goals, and unspoken expectations. As a financial advisor, I’ve seen how crucial communication is in this process. First, I always tell couples: Plan together. Even if one person primarily handles the finances, both partners should be involved

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