Author: Vincent D'Angelis

A Fall Financial Checklist

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take

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Inflation Reduction Act: What You Should Know

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also

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8 Things Financial Planning Can Help You Address

Financial planning is unique for each person; no two financial plans look the same because everyone’s life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards

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Tips to Avoid Common Estate Planning Mistakes

Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Some of these common

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Lessons from the Great Recession of 2007 – 2009

After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships of unemployment, falling house prices, dwindling 401(k)s and increased financial anxieties. Don’t

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Tips to Avoid Common Estate Planning Mistakes

Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Some of these common

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