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Market Corrections and Recoveries
Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...
May 15


Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
Mar 2, 2023


The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Dec 15, 2022


What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
Sep 29, 2022


What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
Sep 19, 2022


What Issues Should I Consider When Reviewing My Estate Planning Documents?
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Aug 12, 2022


What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.
Aug 10, 2022


What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.
Aug 8, 2022


Should I pay off My Mortgage?
Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to
Jul 29, 2022