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Roth Conversions and the “Filling the Bucket” Strategy – Supercharge Your Retirement Tax Planning
If you’re heading into retirement and thinking all the hard financial work is behind you—think again. The truth is, retirement is when...
Oct 16, 20244 min read
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IRMAA Surcharges and the Social Security Tax Torpedo – How to Avoid These Costly Retirement Tax Traps
Retirement sounds like the dream: finally kicking back, collecting Social Security, and living off your hard-earned savings. But what...
Oct 9, 20244 min read
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RMDs and the Widow’s Penalty – How to Protect Your Spouse from a Higher Tax Bill
RMDs and the Widow’s Penalty – How to Protect Your Spouse from a Higher Tax Bill When it comes to retirement planning, there’s one tax...
Oct 2, 20243 min read
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Tax Planning vs. Tax Preparation – Know the Difference and Save Big
Let’s clear the air right now: tax preparation and tax planning are two entirely different animals. If you’re treating them the same,...
Sep 25, 20243 min read
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Why you should freeze your credit
Let’s talk about something that’s both boring and crucial: freezing your credit. Yeah, I know, not exactly the most thrilling topic—you’d...
Sep 12, 20243 min read
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Lock It Down! Why You Need Two-Factor Authentication and Financial Alerts Right Now
We live in a digital world where everything is fast—fast food, fast internet, fast fashion. But you know what’s also fast? Hackers....
Sep 5, 20243 min read
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Password Chaos to Control: Should You Trust a Password Manager?
Alright, let’s be honest. Passwords are the absolute worst. They're like broccoli—everyone knows they're good for you, but nobody...
Sep 3, 20246 min read
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The Art of Creating Passwords That Make Hackers Cry
The world is a dangerous place. No, I'm not talking about walking barefoot into a gas station bathroom (although, yeah, don't do that...
Aug 30, 20243 min read
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Why You Absolutely Need a Separate Email for Your Financial Accounts (and How It Could Save You a Ton of Headaches)
Alright, let’s cut straight to it: You know those times when your inbox feels like a digital landfill, crammed with everything from Aunt...
Aug 28, 20244 min read
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