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Check out our latest articles on financial and tax planning, investment strategy, and estate topics impacting your wealth building journey

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Stress Test Your Retirement Plan
Podcast

Stress Test Your Retirement Plan With Real Life What-If Scenarios, Ep #251

What's Up With Gold
Market Outlook

What’s Up With Gold?

How sequence of return risk can affect your retirement
Podcast

Retirement Ravaging Risks That Could Slash Your Nest Egg

Q3 2025 Market Update
Market Outlook

Market Update Q3 2025

Seven Essential Stages of Tax Planning
Podcast

Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249

What I Wish I Knew About Money as a Teen
Take Charge of your Finances

What I Wish I Knew About Money as a Teen

Podcast

Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248

How Much Should You Be Saving in a 529 Plan?
Podcast

Smart Strategies for Funding Your Child’s College Education with a 529 Plan, Ep #247

Alternative Assets in Your 401k
Podcast

How to Decide About Adding Private Equity or Cryptocurrency to Your 401k? Ep #246

Which Roth Account Is Right for You?
Podcast

Which Roth Account Is the Right Scoop for You? Ep #245

Adding a Legacy Contact to Your Cell Phone
Take Charge of your Finances

Adding a Legacy Contact to Your Cell Phone

The Power of Human Ingenuity
Market Outlook

The Power of Human Ingenuity

2025's Market Surprises
PodcastMarket Outlook

Making Sense of 2025’s Market Surprises, Ep #244

Company News

A Summer of Reflection, Gratitude, and Purposeful Growth

Breaking Down the Big Beautiful Bill
Podcast

Breaking Down the Big Beautiful Bill, Ep #243

Financial Tips for Women: Be an Intentional Spender
Take Charge of your Finances

Financial Tips for Women: Be an Intentional Spender 

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