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As we near mid-2023, all signs indicate a recession is likely to occur by the end of the year. But that's not the e...

Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...

With recession looming, the stock market looks primed for further declines. Bonds, on the other hand, typically do...

It's easy to write a check to your charity of choice, but like any aspect of financial planning, thinking strategic...

In the thick of summer events and travel, next year's tax filing deadline might seem like a far-off concern. At Com...

Market valuations have come down substantially (even more under the main index numbers) and despite making what we...

Sometimes, a multi-pronged approach - what we call a blended strategy - may make sense when you consider market fac...

We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....

There are many layers to understanding whether a new job offer or compensation package will be right for your finan...

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...