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We're Building for Machines, Not People
I was looking at this chart the other day. It shows that we're about to spend more on data centers than on offices. Which, if you're a human who works in an office, is either a little bit insulting...
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Financial Planning: A Strategic Advantage for HNW Individuals During Financial Planning Month
1. Embracing Proactive Wealth ManagementOctober, National Financial Planning Month, serves as a timely reminder for high-net-worth (HNW) individuals to revisit and refine their financial strategies...
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Dot-Com Bubble Vs AI Surge: Same Story, Different Ending?
Dot Com Boom & Bubble Vs Artificial Intelligence I got an email the other day with a chart. It was from some financial analysts – people who get paid to stare at lines on a screen. And this chart,...
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Business Taxes: Unlock These Key Moves to Lower Your Tax Bill
As summer comes to an end, it’s an ideal moment to look ahead and financially strategize. While tax season feels distant, taking proactive steps now can lead to significant savings on your business...
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Unlock Retirement Success: Why a Roth IRA Conversion Could Be Your Secret Weapon
Thinking about the twists and turns on the road to retirement? It's easy to get caught up in the unpredictability of market changes, but there’s a way to regain control: the Roth IRA conversion....
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Understanding OBBBA: A New Era for Seniors
Navigating Legislative ChangesLegislative shifts can be unsettling, especially for seniors who are planning their financial future and healthcare needs. The newly signed One Big Beautiful Bill Act...
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Avoid Costly Year-End Tax Surprises for Your Business
As the year quickly comes to a close, many business owners find themselves caught off guard by unforeseen tax challenges. Without proper preparation, these costly surprises can jeopardize the best...
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Rethinking 401(k)s: A Guide for Small Businesses
Challenging Outdated PerceptionsThe notion that 401(k) plans are too complex or expensive for small businesses is outdated and needs rethinking. As a small business owner, you already juggle...
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Harvard's $50 Billion Liquidity Crunch
Harvard is reportedly issuing $1.2 billion debt to raise cash. Seems their $50 billion endowment, much like that emergency stash of cash you swore you wouldn't touch, isn't exactly liquid when you...
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I have saved for decades. Now what?
From Saver to Strategist: Taking Control of Your Retirement FinancesYou've diligently saved for retirement, and now you're wondering, "What's next?" It's a common feeling. After decades of...
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Social Security Fairness Act: Key Changes & Benefits You Need To Know
On January 5, 2025, a pivotal change unfolded for millions of retirees across the nation. The signing of the Social Security Fairness Act marked the dissolution of antiquated provisions that had...
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Navigating Life Insurance Trends for 2025
As we step into 2025, understanding life insurance trends becomes paramount for securing your financial future and protecting your family. Updated statistics are vital tools that enable us to make...
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Investment Comparison: Lump Sum VS Dollar Cost Averaging
Do you have some extra cash you want to invest, but not sure if this is a good time to go "all-in"? Well, here's a chart that demonstrates how two different approaches might work out. See that blue...
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