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January 2023

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  • January 2023
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Retirement Planning
Financial Planning in Boom-or-Bust Industries

Even with unpredictable or highly variable income, you can still create a secure future – it just takes thoughtful planning.

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Mature couple entering the backdoor of a home
Retirement Planning
Tax Planning
Opening Up the Backdoor Roth

If you aren’t eligible to contribute to a Roth IRA, a backdoor Roth could be the key for you to take advantage of this retirement savings vehicle.

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Identity Theft
Tax Planning
Take the Headaches Out of Tax Season

How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season.

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Estate Planning
Your Digital Estate Plan

Online assets need to be protected just like your financial ones.

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Education Funding
Is College Right for You?

For some, going straight from high school graduation to college makes a lot of sense – but it might not be the best path for everyone.

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