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[NEW] Personal Connection Video | Tax Planning in 2021

A new Executive Branch likely means new tax codes.

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[NEW] Visual Insights Newsletter | Financial Spring Cleaning

Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we...

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[NEW] Lead Gen Campaign | 2021 Tax Opportunities

Tax season is just around the corner! Between the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act,...

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[NEW] Single-Topic Email | What’s Up With GameStop?

Armchair traders beat Wall Street at its own game, and Wall Street cried, “we’re taking our ball and going home!”

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[NEW] Single-Topic Email | New President, New Policies

The first day of the new presidency saw a dozen Executive Orders and a handful of memorandums.

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[NEW] Personal Connection Video | Starting the Year Off Right

How do you follow up a year like 2020?

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[NEW] Lead Gen Campaign | The Sensitive Truth About Aging

Most retirees will eventually need some form of long-term care (LTC) as they age. But most of them don’t have a solid plan for funding it.

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[NEW] Single-Topic Email | Politics & Markets

Markets rallied to new records the same day that protestors stormed the Capitol building.

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[NEW] Single-Topic Email | New Stimulus Deal (12/22/2020)

This stimulus deal has been a long time coming.

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[NEW] Visual Insights Newsletter | Setting Goals in Uncertain Times

Remember that laundry list of things you wanted to do and learn when stay-at-home orders were first put in place?