As we bid farewell to 2023, it’s time to reflect on the items that defined the financial markets over the past year. From economic recovery to global challenges, investors faced a myriad of opportunities and obstacles. Let’s delve into the key trends and...
Charitable giving not only supports the causes you care about but also offers potential tax benefits. By implementing tax-efficient charitable donation strategies, you can make a meaningful difference in the world while optimizing your financial situation. Let’s...
When you imagine your retirement, you might picture traveling to sandy beaches, enjoying hobbies, and spending more time with family. Budgeting seems the opposite of fun, but some thoughtful planning can help you understand how income and spending change in...
Alaska. A state with 364 million acres of untouched wilderness and national parks larger than some countries. Nicknamed “the last frontier,” it’s a popular destination for adventurous explorers and leisure travelers alike. If you’re considering a dream vacation to...
In honor of Father’s Day, we asked Jack Tunge, CFP®, and proud “girl dad” to three-year-old Charlie, for his thoughts on fatherhood and financial advice. A lot changes when you become a dad, including finances. Do you have any tips for new or expecting...
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