If you’ve been hit with an unexpected tax bill or a hefty refund, it’s time to reassess your tax withholding. Life changes like new dependents or...
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New rules for IRA advisors
The term “fiduciary responsibility” holds significant weight. It represents the ethical obligation to prioritize the client’s best interests above all else. Recently, the landscape of fiduciary...
Continue reading...Does Apple Pay make you overpay?
In today’s fast-paced world, convenience is key, especially when it comes to managing our finances. With the advent of technology, payment methods have evolved, making transactions...
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