What’s on our mind? You can read our blog and learn something new. Whether it’s ideas from the industry, emerging trends or financial concepts, you can read about it here. And once in a while, we may throw in some other surprise. So keep checking in. We’re glad to have you reading along.
Michelle Paris, AAMS®, CRPC® |
Monday, February 12, 2024
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
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Michelle Paris, AAMS®, CRPC® |
Tuesday, February 6, 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
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Michelle Paris, AAMS®, CRPC® |
Tuesday, January 23, 2024
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...
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Michelle Paris, AAMS®, CRPC® |
Tuesday, January 9, 2024
With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...
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Michelle Paris, AAMS®, CRPC® |
Monday, January 1, 2024
Happy New Year to you and your loved ones! I hope this message finds you filled with warmth and cheer. Encouragingly, the market grew steadily through November and December, although we must stay cognizant that there...
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