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Blog

Scott Webb | Sep 10, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Scott Webb | Aug 10, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Scott Webb | Jul 10, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Scott Webb | Jun 10, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Scott Webb | May 10, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Scott Webb | Apr 10, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Scott Webb | Mar 10, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Scott Webb | Feb 10, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Scott Webb | Jan 10, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Scott Webb | Dec 10, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Scott Webb | Nov 10, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Scott Webb | Oct 10, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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