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A good plan starts with a good conversation. 

Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different investments can shift a portfolio’s intent – and its

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How to Dramatically Reduce Your Tax Liability: Insights from My Conversation with TaxWise Partners Founder and CEO Mark Myers

As a financial advisor (Marcus Dickerson) focused on helping clients keep more of their hard-earned money, I’m always on the lookout for innovative strategies to reduce tax liabilities. Recently, I had the pleasure of speaking with Mark Myers, the Founder and CEO of Taxwise Partners, and a self-proclaimed “Tax Savings Architect” who specializes in finding

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Retirement Seen Through Your Eyes

How do you picture your future?  Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish?  If you

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Roth IRA For Kids

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that offers the potential to benefit both the children and the business. Small businesses

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Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

Looking to prepare for possible tax cuts and the Jobs Act Sunset. It’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a result,

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Securing Your Financial Future After the Loss of a Spouse

Securing your financial future after the loss of a spouse is a journey that requires navigating through a complex array of survivor benefits. It’s a path marked by paperwork and policies, yet it’s also a passage that can lead to financial stability and independence. As you step into the role of both beneficiary and steward

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So What Exactly IS a Roth Conversion?

The Basics and Benefits When it comes to retirement planning, the term “Roth conversion” often comes up, but its intricacies can be elusive. Simply put, a Roth conversion is a financial strategy where you move your retirement savings from a Traditional IRA or another qualified plan into a Roth IRA. This action changes your funds

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Adapting to the New Stretch IRA Rules: A Simplified Guide for Savvy Investors

If you’ve been paying attention to the world of retirement planning, you’re likely aware of the changes to stretch IRAs due to the SECURE Act. While these alterations may seem complex, there are still ways to maximize your tax benefits. Here’s an easy-to-understand guide to help you adapt and make the most of your retirement

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Texas Educators, Here’s How to Add $500,000 to Your Retirement

Retirement planning can often seem like a complex puzzle, but there’s a strategy that could significantly enhance your retirement income. It’s known as the ‘Last 60-Month Rule’, a part of the Government Pension Offset (GPO) provision. The GPO can reduce Social Security benefits for individuals who receive a pension from a federal, state, or local

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What Will Be Your Legacy?

Only one-third of adults have an estate strategy document, such as a will, in place – which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one

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