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Whitepapers

2024 Tax Planning

2024 Tax Planning

This guide will explore how tax filing may look different this tax year and what you can do to prepare. Remember that this guide is for informational purposes only and is not a replacement for real-life advice, so consult your tax, legal, and accounting professionals before modifying your strategy.

Navigating Divorce

Navigating Divorce

No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties. 

6 Important Financial Strategies for Your 20s and 30s

6 Important Financial Strategies for Your 20s and 30s

Younger generations have very different personal finance and investing priorities than their parents. Use this whitepaper to navigate the world of investing and personal finance, and to start thinking seriously about your financial future.