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Women looking at tax documents
Year-End 2024 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year.
Senior Man and Women Smiling,.
9 Facts About Social Security

Social Security has been a fact of retirement life ever since it was established in 1935.
Business owner in apron.
Two Tax-Friendly Retirement Plans for the Self-Employed

As a business owner, you may devote most of your time, energy, and profits to running and growing your business.

Financial advisor assisting a women.
If You Don't Have a Will Yet, Why Not?

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate, and who you want to care for your children after you pass, among other things.
Nurse on phone.
Sources of Retirement Income: Worker Expectations vs. Retiree Realities

About 90% of retirees say they rely on Social Security, approximately the same as the percentage of workers who expect Social Security to help them meet their retirement income needs.
Tom Dunsirn holding a mug from Sunset Hill Stoneware with shelves of mugs behind him
Sunset Hill Stoneware: Handcrafted tribute to family mentors

Tom Dunsirn's Sunset Hill Stoneware leverages the entrepreneurial spirit of his father and grandfather.
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