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Presidential_Election
Kellie Collier

The Presidential Election and the Economic Impact

With the upcoming presidential election less than a month away, conversations about the future of the economy are at the forefront of political discussions. The

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Kellie CollierOctober 17, 2024
Social_Security_cost-of-living-adjustment
Kellie Collier

Social Security Cost-of-Living Adjustments for 2024

Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase

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Kellie CollierFebruary 28, 2024
Corporate Transparency Act
Jared Ong

How the Corporate Transparency Act Impacts Your Role as Fiduciary

As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently

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Jared OngNovember 8, 2023
Secure 2.0 Act RMD Changes
Kellie Collier

Secure 2.0 Act: RMD Changes You Need to Know

In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0 Act made massive changes to

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Kellie CollierOctober 11, 2023
The Prudent_Perspective_Q2_2023
Jeremy Lau

The Prudent Perspective – Q2 2023

Deep down below the surface of the average conscience a still, small voice says to us, something is out of tune. – Carl Jung A

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Jeremy LauJuly 21, 2023
California_Tax_Extension
Jeremy Lau

California Tax Extension Announced in the Wake of Winter Storms

In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March

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Jeremy LauApril 12, 2023
Bank_Failure_Signature Bank_Silicon Valley_Bank
Jared Ong

Bank Failure: Collapse of Silicon Valley Bank and Signature Bank

Financial news outlets are buzzing following the recent collapse of Silicon Valley Bank and Signature Bank. Within less than two days of each other, the

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Jared OngMarch 24, 2023
FDIC_Coverage_Limits
Jared Ong

Exploring FDIC Coverage: Know Your Limits

With bank failures such as Silvergate Bank, Silicon Valley Bank, and Signature Bank in the news the topic of FDIC is now, more than ever,

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Jared OngMarch 17, 2023
Secure 2.0 act
Jared Ong

Secure 2.0 Act: Securing a Strong Retirement

Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7

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Jared OngFebruary 1, 2023
Crypto_collapse
Jared Ong

Crypto Collapse: Everything You Need to Know About FTX and SBF

On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they

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Jared OngJanuary 4, 2023
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