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Why Veterinarians Need Their CPA and Financial Planner Working Together
Why Veterinarians Need Their CPA and Financial Planner Working Together
Apr 124 min read


April showers…!
The following is a five-step process for establishing and reviewing your cash reserve
Apr 23 min read


Many Americans Are Paying Less In Taxes This Year. Will You Be One Of Them?
Written By: Sarah Anderson, CFP ® , Senior Wealth Management Advisor Read More For tax year 2025-2028, new tax provisions allow individual taxpayers 65 and older to claim an additional $6,000 deduction on top of either the standard deduction or their itemizations. This applies per individual, so married couples filing jointly can write off up to an additional $12,000, providing for large tax savings. To be eligible, you must have turned 65 by December 31, 2025, and file as an
Mar 31 min read


It’s About More Than Beating a Benchmark
By: Ava Clark, Wealth Management Associate In finance, success is frequently framed as outperforming a benchmark — such as the S&P 500 or a peer group average. Headlines celebrate fund managers who beat their index, and many investors take pride in relative returns. Yet, while meeting or outperforming a benchmark can be gratifying, it shouldn’t be the sole measure of success. Real investment success is about meeting the financial goals that matter most to individuals and inst
Mar 33 min read
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