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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
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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
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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
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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
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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.