Grateful For You

First, a quick win: markets recently posted a strong rally on better-than-expected inflation data.1 I’m highlighting this win because it reinforces a fundamental lesson about

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Small Wins

The overall market and economic picture looks as uncertain and hazy as ever. But there are good weeks (and months) and small wins along the way. Let’s take a moment to appreciate them.

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2022 Year-End Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next

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Federal Tax Filing Season Has Started

IRS started accepting returns: Monday, January 24, 2022 Filing deadline for most individuals: Monday, April 18, 2022 Tuesday, April 19, 2022, if you live in Maine or Massachusetts Monday, October

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A second opinion might change your financial future.

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