Blogs

What OBBBA Means for Seniors: Key Changes Ahead

Understanding the OBBBA: What Seniors Need to Know Legislative changes can often feel overwhelming, especially for seniors navigating the complexities of finances, healthcare, and long-term care pla

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Labor Day Refreshment!

I love Labor Day! Wishing you relaxation, reflection and refreshment...

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Real Estate Shelter Trusts

Real Estate Shelter Trusts The following information is an excerpt from   Capital Gains Exit Ramp:Use Trusts to Solve Tax Problems, Capture Hidden Wealth  By Roger D. Silk, Ph.D. Sterling Foundation M

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Back-to-School Tax Tips for Smart Savings

The back-to-school season is upon us, and if you’re feeling the hustle and bustle, you’re not alone. School supply shopping, adapting to new schedules, and managing extracurricular activities can all

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Back-to-School: Refocusing on Financial Wellness & 401(k)s

Back-to-School Season: Time for Financial ReflectionAs students gear up for a new school year, it's an apt moment for us adults to reassess our financial paths. This season offers a prime opportunity

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Navigating the 2025 Financial Climate: Key Insights

Economic Resilience Amid Policy UncertaintyThe second quarter of 2025 demonstrated the incredible stamina of the U.S. economy despite prevailing uncertainty in monetary and fiscal policies. The Federa

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