by jessica.lynn.inocencio | Mar 30, 2023
If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later... 
by jessica.lynn.inocencio | Mar 2, 2023
What do you really know about taxes? How familiar are you with the basics? What about the intricacies? It’s no secret most of us aren’t tax pros. Many of us have some pretty big knowledge gaps when it comes to key tax issues, like different tax brackets, charitable... 
by jessica.lynn.inocencio | Feb 12, 2023
What if you could give any child in your life a brighter financial future without spending a single penny? What if it only took the right words? Believe it or not, that IS possible. Talking to children about money now can pay off in a big way later. And that’s true... 
by jessica.lynn.inocencio | Feb 1, 2023
Are you paying more than your fair share of taxes? Many Americans pay too much without even realizing it. You might be asking yourself questions like: Do I have to earn less to save on taxes? How can I legally reduce my income tax? Are there tax-saving opportunities... 
by jessica.lynn.inocencio | Jan 18, 2023
After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.¹ The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years. So let’s...
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