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September 13, 2025

The Hidden Cost of “Set It and Forget It”: How Target-Date Funds Could Cost You Six Figures in Retirement

If you're like most Americans saving for retirement through a 401(k), there's a good chance your money is sitting in a target-date fund.

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September 6, 2025

Year End Tax Planning

Only 91 weekdays left until the end of the year! Below are some tax savings strategies that you will want to take advantage of before year end.

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August 30, 2025

Buy, Borrow, Die

Using a regular investment account as collateral for a line of credit (LOC) to fund retirement is a strategy known as "securities-based lending." Here's how it works and key considerations.

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August 23, 2025

Car Loan Interest Deduction

The OBBBA creates a temporary tax deduction allowing individuals to deduct up to $10,000 annually in interest paid on qualifying auto loans for tax years 2025 through 2028.

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August 16, 2025

Google Workspace Optimization

Business owners can reduce routine tasks by 70% using Google Workspace. It has sophisticated automation capabilities, AI-powered tools, and advanced integrations that rival expensive specialized software. Check out some of these robust features below.

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August 2, 2025

Bonus Depreciation Explained

What is Bonus Depreciation? How did the OBBBA expand it? How can it help me?

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