Tag: fiduciary

As we navigate the intricate landscape of retirement planning, one often underestimated aspect plays a pivotal role in securing a serene financial future—paying off debt. The journey to a debt-free retirement is not merely about numbers on a balance sheet; it’s a transformative approach that can unlock a multitude of advantages. In this blog, we’ll …

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In the ever-evolving landscape of financial planning, the integration of artificial intelligence (AI) has brought about numerous benefits, promising efficiency, accuracy and tailored solutions. However, for some individuals who are considering retirement and tax planning, there remains a strong desire for the personal touch, customer service and the reassurance that only human interaction can provide. …

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Recently, the Internal Revenue Service, state tax agencies and the nation’s tax industry – working together as the Security Summit – kicked-off the 8th National Tax Security Awareness Week with tips for taxpayers to avoid scams and protect sensitive personal information. “As the holidays approach, we are entering a period where taxpayers need to be extra careful …

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