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Five Tax Strategies Worth Considering Before Year-End

By Laura Kimball, CPA, CFP^® | Jun 10, 2026 |

Most people think about taxes once a year — when they’re filing. But tax planning actually happens in the 11 months before you file. By the time you’re sitting with a tax preparer in April,…

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May 29, 2026 |

When CDs Make Sense…And When They Don’t

Certificates of Deposit (CDs) are often recommended as a “safe” place to park money. But safe for what? Safe from market volatility? Yes. Safe from…

May 14, 2026 |

The Emergency Fund Question…Reframed

“Build an emergency fund” is one of the most common pieces of financial advice out there. And yet, for something you hear so often,…

April 28, 2026 |

From Paycheck to Portfolio: Transitioning to Retirement Income

For most of our working lives, the formula for generating income is simple: you earn a paycheck, pay your expenses, and hopefully save…

April 20, 2026 |

Retirement Strategies for Early & Mid-Career Professionals

When people think about retirement, they often picture a finish line, a date on the calendar when work simply stops. In reality, retirement planning is…

March 12, 2026 |

FAQ: Your Tax Season Questions, Answered

Tax season always seems to show up faster than expected. Between work, family, and easing back into your routine, it can be tough…

January 26, 2026 |

Estate Planning Essentials

Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect loved ones, minimize stress, and ensure their wishes are…

November 19, 2025 |

Is a “Retirement Gap Year” a Good Idea?

We often hear about gap years for students — those intentional pauses between high school and college when young adults take time to…

October 30, 2025 |

Tax-Advantaged Retirement Accounts

Saving for retirement isn’t just about discipline — it’s about strategy. Choosing the right accounts may help significantly reduce your tax burden and…

October 16, 2025 |

Consolidating Retirement Accounts: Handling Multiple Accounts

If you’ve changed jobs a few times — and who hasn’t? — you may have left behind a trail of retirement accounts. A…