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07/12/2023
Halfway There – Economic Update and Outlook 2023
Market performance this year has been a “headscratcher.” In the face of…
02/23/2023
Genius Benefits of Required Minimum Distributions: Your 6 Point Guide
“Required Minimum Distributions (aka RMDs) are an important topic if you have…
01/30/2023
Secure Act 2.0 has a Massive Price Tag
The Secure Act 2.0 was a ground-breaking move by President Biden during…
10/03/2021
Consumer Confidence Lower in September (Again)
Regardless of your confidence, everyone needs a contingency plan? On September 28th the…
10/08/2020
Always and Nevers by David Darab DDS MBA
Our very own Dr. David Darab has published a book recently. ALWAYs…
12/01/2022
Further Thoughts on Coronavirus and Finances
We’ve addressed the evolving situation around coronavirus/COVID-19 in both our podcast and…
08/20/2018
Twitter Putting Users in Time-Out
Earlier this year, Twitter started putting some of its users in “time-out”…
07/27/2018
Tax Cuts and Jobs Act Has Changed 529s
The Tax Cuts and Jobs Act, characterized as the first major reform…
07/02/2018
Independence Day
On July 4, 1776, the Second Continental Congress formally adopted the United…
06/07/2018
3 Ways That May Help Married Couples Boost Their Lifetime Benefits
See below 3 ways that may help married couples boost their lifetime…
