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2023 Year-End Financial Planning Checklist

2023 Year-End Financial Planning Checklist: Gear Up for a Prosperous New Year A familiar feeling flickers as the year draws close: the urge to reflect

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5.2% Federal Pay Raise in 2024

5.2% Federal Pay Raise in 2024 Anticipated before the end of December, an executive order is set to be issued, detailing the 2024 pay tables.

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Federal Reserve Holds Interest Rate Steady, Signals Potential Cuts in 2024

Federal Reserve Holds Interest Rate Steady, Signals Potential Cuts in 2024 What does the Federal Reserve’s decision mean for interest rates? As expected, the

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November 2023 Inflation Update: Consumer Price Index (CPI) at 3.1%

November 2023 Inflation Update: Consumer Price Index (CPI) at 3.1% As of November 2023, inflation remains a pressing concern for consumers and economists alike. Understanding

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Just Retired and Stressed about Medicare Premiums? Avoid Paying Higher Medicare Part B and Surcharge (IRMAA)

Just Retired and stressed about Medicare Premiums? How to Avoid Paying Higher Medicare Premiums and IRMAA Surcharge For many Americans approaching retirement age, navigating the

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Exploring the Benefits of a Roth IRA Conversion: Key Considerations and Tips

Exploring the Benefits of a Roth IRA Conversion: Key Considerations and Tips Roth conversions have become an important topic of conversation with our clients.

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