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Estate Planning Basics: A Smart Way To Start The New Year
With a new year almost upon us, many people are refocusing on goals that may have been set aside during the busyness of…
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Episode 105: Start the New Year Right
In this episode we discuss ways to start the year off right financially
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2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement
Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this is all good…
New post Episode 104: Thankful
In this episode we express our gratitude for all we have to be thankful for.
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It’s That Time of Year Again – The FAFSA
With the recent return of autumn, the annual ritual for college-bound students of filling out the Free Application for Federal Student Aid (FAFSA)…
Episode 103: What Pickleball Can Teach Us About Investing
In this episode we compare the similarities of pickleball and investing
Episode 102: Socially Responsible vs Traditional Investing
In this episode we discuss the performance of socially responsible investing versus traditional investing