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Key IRS Tax Changes for 2025: What You Need to Know
February 10, 2025

Now that 2025 is well underway, it’s important to stay informed about tax updates that may affect your financial planning. With adjustments based on inflation, certain tax limits and deductions have changed, potentially impacting your budgeting, savings, and insurance strategies. Standard Deduction Increases The IRS has raised the standard deduction…

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Making the Most of an Unexpected Financial Windfall
February 3, 2025

Receiving an unexpected financial boost—whether from a raise, tax refund, inheritance, bonus, or other surprise funds—can feel like a great opportunity to indulge. While treating yourself is important, making smart financial choices with these extra funds can create lasting benefits for your future. 1. Reduce High-Interest Debt If you carry…

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Saving for College vs. Saving for Retirement: How to Balance Competing Priorities
January 13, 2025

Parents and grandparents often face a challenging financial question: How can you help fund a loved one’s college education without jeopardizing your retirement savings? Both goals are important, but balancing them requires a thoughtful approach to ensure neither is compromised. The following strategies can help you navigate this financial balancing…

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How to Create a Tax-Efficient Investment Strategy
January 6, 2025

When it comes to building wealth, taxes play a critical role in determining how much of your investment returns you get to keep. A tax-efficient investment strategy helps you minimize tax liability while maximizing growth, ensuring that more of your money works for you. 1. Utilize Tax-Advantaged Accounts Take full…

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