How to Conduct a Mid-Year Check-In for Small Business Owners
Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management How to Conduct a Mid-Year Check-In for Small Business Owners When it comes to the calendar year, it’s important for business owners to review their financial situation before it’s too…
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Understanding Capital Gains and Their Tax Implications
Authored by: Charlie Miracle, CPA, Financial Advisor, Director of CAS Understanding Capital Gains and Their Tax Implications Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.…
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Understanding IRA Distributions in Retirement
Author: Jennifer Faulconer, CPA, Financial Advisor Understanding IRA Distributions in Retirement Planning for retirement involves careful consideration of how and when to tap into your retirement accounts, especially Individual Retirement Accounts (IRAs). Recent changes in laws around Required Minimum Distributions…
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Navigating Life’s Financial Stages: A Comprehensive Guide
Authored By: Jason Underwood, CFP, Financial Advisor Navigating Life’s Financial Stages: A Comprehensive Guide Managing finances is a lifelong journey that evolves through different stages: early career, wealth building, retirement preparation, and estate planning. Each phase requires distinct strategies to…
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Debunking Money Myths: How Business Owners Can Save in Today’s Economy
Authored by: Adelae Winters, Financial Advisor Debunking Money Myths: How Business Owners Can Save in Today’s Economy In today’s economic climate, many believe that saving money is nearly impossible. With rising housing costs, inflation impacting everyday expenses, and economic uncertainty,…
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Gifting Strategies to Maximize Tax Benefits
Authored by: Kyle Meissner, CPA Understanding the Gift Tax and Its Role in Estate Planning The gift tax is one of the most misunderstood areas of tax law, but it’s also one of the most important for those looking to…
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