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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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Market Outlook

Markets in Focus: Market Update Q4 2025

Your Financial Planning Checklist for 2026
Take Charge of your Finances

Your Financial Planning Checklist for 2026 

The Hidden Value of a Financial Advisor
Take Charge of your Finances

Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253 

Key Financial Numbers for 2026
Take Charge of your Finances

Key Financial Numbers for 2026 and Why They Matter 

Year-End Gifting Strategies
Podcast

Year-End Gifting Strategies to Help Minimize Tax Surprises, Ep #252

2026 Retirement Contribution Limits
Take Charge of your Finances

2026 Retirement Contribution Limits: What You Need to Know

2025 Year-End Financial Checklist
Take Charge of your Finances

Your 2025 Year-End Financial Checklist

Retirement Stress Tests
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

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