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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Here are some ideas to help pursue a life of financial freedom.