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Oct 16, 20244 min read
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...
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Oct 9, 20244 min read
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...
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Oct 2, 20243 min read
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...
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Sep 25, 20243 min read
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,...
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Sep 12, 20243 min read
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...
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Sep 5, 20243 min read
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....
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Sep 3, 20246 min read
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...
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Aug 30, 20243 min read
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...
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Aug 28, 20244 min read
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...
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