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How Could The New Administration Affect Your Retirement?

Published by Mark Ring, Managing Partner, Founding Partner and Wealth Advisor Changes come with every new administration. Each new president comes in with grand plans to change policies, better the nation, and ultimately do what they think is best for the American people—after all, that’s w …
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401(k) Planning: What Do You Need To Know?

Published by Ryan Cooley, Associate Wealth Advisor   Rather than working longer hours over a longer time, making your money work harder for you is key to building your wealth. Whether retirement is a long way off or just around the corner, preparing a strategy to build and preserve your wea …

Tax Planning In Retirement

Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   It can be easy to underestimate the role of taxes during retirement. Because taxes are frequently associated with income during the working years of life, many overlook tax planning during this next chapter. H …

Cryptocurrencies And What You Should Know About Them

Published by Daniel Morrison, Founding Partner and Wealth Advisor   By now it’s old news that we live in a digital world. So, it shouldn’t be surprising that the prevalence of digital assets increases as time goes on. And since the advent of bitcoin in 2009, cryptocurrencies have gone …

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Is Your Pension Enough?

Published by Ryan Cooley, Associate Wealth Advisor Having a pension plan can be an amazing employee benefit and a stable part of a well-balanced retirement plan. If you have put in a lifetime career with the same employer, then you will likely see a very large portion of your compensation c …

How Business Owners Can Save For Retirement And Reduce Taxes

Published by Mark Ring, Managing Partner, Founding Partner, and Wealth Advisor   It may seem obvious at face value, but the primary purpose of starting a business is to make money. Many business owners manage to accomplish that task very well. However, a consequence of making a lot of …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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