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Thought Leadership By Our Team

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Get Ready to File Your Taxes

The tax season is officially here and it is time to get yourself ready. Everyone’s tax situation is different, but here is a listing of common tax forms and records you should have prior to filing your tax return.

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What Makes You Happy

This is a good month to take stock of relationships that are important to you. Investing in friends and hobbies is an important part of life planning.

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Get Your Arms Around Spending

By far the most difficult part of a financial plan is determining how much you spend. Few people can quantify their annual spend rate, so you are not alone. Here is a worksheet to help you get started

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2023 Intentions

People who explicitly make make resolutions are 10 times more likely to attain their goals than people who don't. What are yours?

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Estate Plan Fall Tune-Up

Constructing an appropriate estate plan requires a substantial investment of time, money and emotion. Once the documents are finalized, they often sit in a drawer and are forgotten, an item checked off a to-do list.

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