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May 2021

post-pandemic

Enjoy Post-Pandemic Life While You Leave Your Finances to Us!

How is your adjustment to post-pandemic life going? If navigating the new normal has got you thinking about how your saving and spending will change, you're ready to head out on vacation, or you're thinking about impacts to your finances in another way, let us take some of the weight off of your shoulders!
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Break in Case of Emergency

Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency reserve to draw from can mean the difference between staying on track toward your dreams — or your timeline for that next goal getting derailed.
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Better Understand Income Taxes

Better Understand Income Taxes

How are income taxes calculated? And where do adjustments, deductions, and credits factor in? Learn some basic U.S. tax history, get details about tax incentives, and see how the basic tax formula works.
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Fiduciary

Jason’s Financial Favorites: Your Full-Time Fiduciary

What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but a full-time fiduciary.
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If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.