As our parents age, one of the significant roles many of us find ourselves taking on is helping them manage their finances. This responsibility can be daunting
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There are tax-intelligent solutions for every stage in life, from accumulating wealth and building a financial foundation in your early earning years to
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As you step into adulthood, it’s crucial to have a plan for your finances based on your future goals, even if they aren't crystal clear yet. Time goes by
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Estate planning is a critical component of any comprehensive financial strategy. However, as we approach significant changes in estate tax laws, it's more
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What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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In my career as a CPA and financial advisor, I've noticed a common misconception: the assumption that all advisors are thoroughly versed in all tax matters
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In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
Kyle Williams has joined the firm as a Senior Tax Professional. Williams, a certified public accountant, brings more than a decade of experience working with
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Not all financial professionals are created equal, our expertise in tax and accounting allows us to provide families with strategies to plan for the future. The
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Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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Avantax Market Update – December 2023
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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