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financial health

Stay informed about your financial health

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Why Tax Planning Is a Year-Round Strategy, Not a March Panic

For many people, taxes become top of mind only when forms start arriving in the mail or deadlines loom in the spring. Suddenly, it’s a rush to gather documents and hope for the best. But effective tax planning doesn’t happen in March. It ideally happens all year long....

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Financial Planning Resolutions for 2026

The start of a new year is a natural time to reflect, reset, and set goals, not just for your personal life, but for your financial goals as well. New Year’s resolutions should go beyond saving more or spending less. They should also focus on strategic planning,...

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Essential Estate Planning Steps Every Family Should Take

Estate planning is one of the most important and often overlooked components of a comprehensive financial strategy. For many families, especially those with significant assets, the goal isn’t just to transfer wealth; it’s to protect loved ones, preserve intentions,...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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