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Financial Planning

04.28.25 | Investment Management

Managing Your Portfolio in Times of Volatility

04.25.25 | Financial Planning

Thinking of Moving to a Warmer Climate to Save Money? A Primer on Establishing Domicile or Legal Residency

By Karen Kelly, CFP®

04.21.25 | Financial Planning

Cost Basis Adjustment: A Powerful Planning Strategy

By Todd A. Herman, CFP®

04.14.25 | Investment Management

Unpacking Tariff-Driven Volatility

03.10.25 | Financial Planning

Understanding Excess Traditional and Roth IRA & 401(k) Contributions: Correction, Penalties, and IRS Guidelines

By Todd A. Herman, CFP®

03.10.25 | Financial Planning

Understanding Estimated Taxes

By Patty Lavoie

02.03.25 | Financial Planning

How to Report Qualified Charitable Distributions on Your Tax Return (And What Happens If You Forget)

By Todd A. Herman, CFP®

01.24.25 | Financial Planning

Understanding SSA-44: A Lifeline for Lower Medicare Premiums After Major Life Changes

By Todd A. Herman, CFP®

01.22.25 | Financial Planning

The Social Security Fairness Act: What You Need to Know

By Todd A. Herman, CFP®

12.06.24 | Financial Planning

2025 Important Numbers

10.04.24 | Financial Planning

I Want To Make A Gift To Charity. What Is The Best Way To Do So?

By Todd A. Herman, CFP®

10.04.24 | Financial Planning

Maximizing Charitable Giving with Required Minimum Distributions (RMDs)

By Todd A. Herman, CFP®

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