March is here, Spring is in the air, March Madness has arrived, and the looming April 15th tax deadline creeps closer. But before then… MLB Opening Day. My bold prediction is the Braves get their redemption in October. TBD… Taxes can be overwhelming, but don’t let them be. If you use a professional or CPA,…

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As March unfolds, it brings with it a unique opportunity to focus on our health and well-being through the celebration of National Nutrition Month. This annual observance serves as a reminder to make informed food choices, develop healthy eating habits, and embrace a lifestyle that nourishes both body and mind. National Nutrition Month, initiated by…

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As the future of Social Security in the United States becomes increasingly uncertain, it’s essential to take charge of your retirement planning to ensure a financially secure future. While Social Security has been a reliable safety net for retirees, preparing for retirement demands a proactive approach. In this blog, we’ll delve into strategies to construct…

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Tax season can often feel like a whirlwind of stress and last-minute scrambling. But what if there was a way to breeze through filing next year’s taxes with confidence and ease? By taking proactive steps now, you can set yourself up for success and make the process smoother when tax time rolls around. Here’s a…

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Digital assets are increasingly becoming a significant part of our lives. We store our photos, videos, music, and other personal data online. We also use digital assets for financial transactions, such as online banking and cryptocurrency. As digital assets become more important, it is important to include them in your estate plan. This will ensure…

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Buying your first home is an exciting and daunting experience. It can be overwhelming to navigate the home buying process, especially if you’re not familiar with the housing market. To help you make the right decision, here are some things to consider when buying your first home: Your budget: Before you start looking for a…

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An HSA (Health Savings Account) is a tax-advantaged savings account that can be used to pay for qualified medical expenses. However, it can also be used as a retirement savings vehicle. Here are some tips on how to save for retirement through an HSA: One of the main qualifiers for being allowed to contribute to…

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Carson and Myles discuss Health Savings Accounts (HSA’s) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA’s and how they may or may not play a role in your financial plan

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