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Demystifying Money
Our experts break down trending finance topics.
3 Factors to Consider Before You Buy a Dental Practice
by Jason Deshayes | Jul 1, 2023 | Entrepreneurship
When you’re considering buying a dental practice, price, location, and monthly traffic aren’t the...
Ask a Real Estate Investment Advisor: What Real Estate Tax Benefits Might I Be Overlooking?
by Mike Holloway | Jun 27, 2023 | Investing, Taxes
This article is part three of our ongoing series, Ask a Real Estate Advisor. Check out Real Estate...
Bank Volatility: How to Protect Your Assets When Banks Collapse
by Dave McDougall | May 19, 2023 | Investor Behavior
The volatility of US banks is a growing concern for many of our tax and investing clients. With...
3 Tax Strategies for High Income Earners
by Zach Carver | May 19, 2023 | Taxes, Wealth Management
One of the most common questions our high income tax planning clients ask is how they can minimize...
6 Estate Planning Questions You Should Be Asking Now
by Mike Holloway | Apr 16, 2023 | Estate Planning
What comes to mind when you think about the kinds of people who should be estate planning? Let us...
Money Matters for Kids: Healthy Financial Habits for a Brighter Future
by Jason Deshayes | Apr 11, 2023 | Goal Setting
If I had a dollar for every time I heard a phrase like… They just don’t teach personal finances in...