Navigating the Debt-Ceiling Drama

The ongoing debate surrounding the debt ceiling has reached a crescendo, capturing the attention of both the media and the American public. As Congress struggles to find common ground, many are left wondering how we arrived at this impasse and whether there is cause for concern. We aim to shed light on the situation and…

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Understanding FDIC Insurance

It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What Is FDIC Insurance? The FDIC is an…

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Where do markets go from here?

The world is full of uncertainty and volatility, and nowhere is that more evident than in financial markets. The past few years have been marked by significant market swings, fueled by a variety of factors ranging from global economic conditions to geopolitical events. Against this backdrop, investors are left wondering where markets will go from…

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What if I get Audited by the IRS?

Audits by the Internal Revenue Service (IRS) are dreaded by taxpayers. The fear of an audit often stems from the misconception that the IRS conducts them frequently and that they are always punitive. However, the reality is that audits are rare, and they don’t always result in penalties. The IRS selects returns for audit using…

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Serving as an executor of an estate

Serving as an executor of an estate can be a complex and overwhelming responsibility, but with the right guidance, it can also be a rewarding experience. The role of an executor is to manage and distribute the assets of a deceased person, known as the “decedent,” according to their will. In this article, we’ll outline…

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Should I buy or lease a car?

The automotive industry has faced numerous challenges in recent years, including the aftermath of the COVID-19 pandemic, geopolitical tensions such as Russia’s invasion of Ukraine, the growing popularity of electric vehicles, and fluctuating metal prices. As a result, financial planners are frequently asked by clients whether they should purchase a car through a loan or…

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