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Blog

Five Key Wake-up Calls for Ambitious Business Owners From a Biz Specialist

Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble.
Paul J. Brahim CFP®, CEPA®
9/2/2025
Blog

Are Americans’ Salaries Pacing With Inflation? It’s Complicated

First, consider the data: After years of rising inflation, price growth began to slow by the end of 2024; however, the cost of goods and services remained high—up 2.7% compared to the year before.
2/28/2025
Blog

What to Do with Your Parents' House After They Pass

Inheriting a parent’s home can be emotionally and financially complex. Explore your options—from selling, buying out siblings, to renting for passive income—and learn how to navigate taxes and estate planning with expert guidance.
Brian Kuhn CFP®, CLU®, ChFEBC®
6/1/2022
Blog

What to Do If You're Ready to Retire—But Your Spouse Isn't

Retiring before your spouse? Learn how to navigate the financial, personal, and relationship challenges with smart planning and open communication.
Mark Williamson
9/11/2020
Blog

4 Important Tax Considerations When Working Remotely Due to COVID-19

Working remotely due to COVID-19? Learn how remote work can impact your taxes, from state income tax and dual residency to home office deductions and changing your domicile.
8/31/2020
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