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Building a Business is Like Being a Parent

D Business Owners Must Stay Ahead of Daily Events and Keep the End in Mind Building a business is kind of like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep, absorbs a big chunk of your savings, and pushes all of your hobbies to the back burner.… Read More
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9 Things to Know About IRA Beneficiaries Under the Secure Act

The Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019 upended the withdrawal and taxation rules for inherited individual retirement accounts for most non-spousal beneficiaries. Most dramatically, the Secure Act established a 10-year rule for withdrawing from inherited IRAs that eliminated the popular, but at times controversial, ability to “stretch” inherited IRAs for these beneficiaries.… Read More
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Interest Rate Explainer

The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. Why does the Fed matter so much?Let’s discuss.(Not interested in a quick econ lesson? I’ve got you covered.… Read More
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Curious how the 2024 election will affect the stock market?

Curious how the 2024 election will affect the stock market?How are you feeling about this year’s elections?If the thought of it makes your heart beat faster––you’re not alone.Most United States residents across party lines experience major stress around presidential elections.1And recently, that stress has skyrocketed.In… Read More
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Riding the Rollercoaster

Market Rollercoaster The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology.… Read More
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Financial Planning for Private Business Owners

D A necessity that underpins stability and growth for your business and you Financial planning is a critical element for the success of any private business owner. It provides a roadmap for achieving both short-term and long-term goals and ensures the financial health of the business.… Read More