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Your Tax-Preparation Checklist

By Brett Gottlieb With everything the past two years have thrown at us, the last thing you probably feel like doing is thinking about taxes. But, like it or not,…

Why You Should Consider Sending Your RMDs Straight to a Charity

By Brett Gottlieb If you’re like many of our clients, you live generously. You know that the world goes far beyond just you and your family and you want to…

Jump-Start Your Financial Plan for 2022!

By Brett Gottlieb Were you glad to say goodbye to 2021? Considering that our high hopes for 2021 didn’t quite pan out, a new year can be overwhelming to think…

What Should You Do About Inflation and Stock Market Volatility?

By Brett Gottlieb After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020.[1] Monday’s…

5 Reasons Not to Put Off Financial Planning

By Brett Gottlieb If you struggle with procrastination when it comes to organizing your finances, you’re not alone. Whether it be insurance planning, filing taxes, or putting together an estate…

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