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2024 Year-End Tax Planning Strategies

As we approach the close of 2024, it's an ideal time to revisit tax-saving opportunities that can help you make the most of your financial plan. With some proactive steps, you may be able to reduce your tax burden and position yourself for a stronger financial future. Read more for key strategies based on IRS guidelines and best practices in wealth management.

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November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

November is National Family Caregivers Month—a time to recognize the dedication and resilience of caregivers everywhere. Many caregivers, often family members, find themselves balancing their own careers, health, and finances while supporting a loved one. Our latest article offers practical insights on how to manage these unique financial challenges, from income planning to navigating complex care options.

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