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Jason Cross, J.D., CFP®, CTFA Apr 26, 2022 2:58:29 PM 5 min read

Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves

After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year ...
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Taj Jones Apr 21, 2022 5:11:09 PM 3 min read

You’ve finally achieved a high income, but inflation is on the rise

How investing can help you fight inflation. You’re finally making decent money, but with ...
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Ryan Halpern, CPA, CFP®, PFS Apr 18, 2022 2:03:56 PM 5 min read

Planning to Retire in 3 Years? Here’s What Senior-Level Executives Need to Do Now

One of my new clients plans to retire in three years following a successful 30-year ...
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Andrew Kobylski Apr 12, 2022 10:36:56 AM 6 min read

Are You Going to Run Out of Money in Retirement?

A portfolio stress test can help give you some peace of mind  Andrew Kobylski and ...
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Tenley Desjardins, CPA, CFP® Mar 31, 2022 12:00:00 PM 5 min read

7 Wedding Savings Hacks – Written from the MOH and Bride-To-Be

Because the smallest changes can make the largest difference in your final tab. Tenley ...
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Ryan Halpern, CPA, CFP®, PFS Mar 29, 2022 3:59:11 PM 6 min read

Here’s How to Avoid a Big Fat Tax Surprise

Complex compensation plans go hand in hand with being a corporate executive – including ...
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Brett Covert J.D., CFP® Mar 18, 2022 8:00:00 AM 5 min read

Working Post-Practice Sale? Important Practice Entity and Retirement Plan Considerations

During the professional lifespan of a dentist who owns their practice, there is a myriad ...
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Brett Covert J.D., CFP® Mar 17, 2022 12:00:00 PM 6 min read

After Selling Your Practice, Here are Your Top 3 Financial Priorities

When one of my clients retired, he initially underestimated the amount of money he could ...
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Ryan Halpern, CPA, CFP®, PFS Mar 15, 2022 8:00:00 AM 6 min read

Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?

Many corporate executives recently received their 2021 performance bonus and others will ...
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Chase Mouchet, CFP®, CIMA® Mar 9, 2022 4:15:51 PM 6 min read

Save Taxes with These 5 Common Expenses in Retirement

One of the most foundational tax planning questions a retiree faces is how to best pay ...
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