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Before You Do Your Taxes, Read This

Before You Do Your Taxes, Read This

Neal ThompsonFeb 7, 20235 min read

It’s that time of year again! Whether you like to get your taxes done quickly because you expect a refund…

How to Build Your Legacy File

How to Build Your Legacy File

Neal ThompsonApr 27, 2022

No one likes to think about dying, and talking about it can be even more uncomfortable. But the truth is…

Your Post-Pandemic Financial Plan

Your Post-Pandemic Financial Plan

Neal ThompsonApr 4, 2022

It’s hard to believe it’s been two whole years since Covid first came to town, leaving a whirlwind of confusion…

Rising Interest Rates: What They Mean for You

Rising Interest Rates: What They Mean for You

Neal ThompsonMar 8, 2022

The economy can feel like an impossibly complex thing. After all, there are so many moving parts: real estate, inflation,…

Retirement Tips: Understanding Required Minimum Distributions

Retirement Tips: Understanding Required Minimum Distributions

Neal ThompsonJan 28, 2022

If you’ve been diligently saving money for your retirement, congratulations! Building your nest egg is a big deal, and the…

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