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    Estate Planning for Young Parents: Why It’s Essential and How to Get Started
    June 11, 2025
    Estate Planning for Young Parents: Why It’s Essential and How to Get Started
    Becoming a parent changes everything. Your priorities shift, your time becomes precious, and your responsibilities multiply overnight. Amid the sleepless nights and diaper changes, it’s easy to push long-term planning to the bottom of the list. But one of the most important – and often overlooked – tasks for young parents is estate planning. Estate...
    A Tax Bill for the Textbooks
    May 29, 2025
    A Tax Bill for the Textbooks
    When Ronald Reagan signed the Tax Reform Act of 1986 into law, he called it “the best anti-poverty measure, the best pro-family measure, and the best job-creation measure ever to come out of the Congress of the United States.” At its heart, the 1986 law was a bold simplification of a bloated tax code. It...
    Are You a Graduate or a Lifelong Learner?
    May 21, 2025
    Are You a Graduate or a Lifelong Learner?
    From preschool programs to graduate school ceremonies, it’s officially cap-and-gown season. Many of these milestones are significant enough that we mark them with monetary gifts. Back in 2005 – two years before the iPhone was invented – a high school graduate could have invested $1,000 of their graduation cash in Apple stock. But let’s be...
    A Mother’s Wisdom & Tax Advice
    May 12, 2025
    A Mother’s Wisdom & Tax Advice
    It’s Mother’s Day, and what a great day it has been. Hopefully, you got an opportunity to spend time with your mother and had time to reflect on all she has done for you. Over the years, she’s likely given you some great advice… and maybe a few suggestions you chose to ignore. What makes...
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