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Posts Tagged ‘financial planning’

January 6, 2025 Weekly Update

By angelicacomahig | January 6, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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2025: Important Financial Numbers in Retirement

By angelicacomahig | January 6, 2025

As we step into 2025, it’s essential to stay informed about key financial updates that could impact your planning for the year ahead. Each year brings adjustments to important metrics…

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June 10, 2024 Weekly Update

By angelicacomahig | June 10, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Form 5498 Demystified – Essential Tax Information

By angelicacomahig | June 10, 2024

Our in-house tax guru, Taylor Wolverton, CFP®, EA, sat down with us on this week’s podcast to help explain the ins and outs of Form 5498. Just a few days…

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March 25, 2024 Weekly Update

By angelicacomahig | March 25, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Navigating Tax Withholding – A Guide for Retirees

By angelicacomahig | March 25, 2024

Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…

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December 11, 2023 Weekly Update

By angelicacomahig | December 11, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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End Of Year Issues to Consider in Retirement

By angelicacomahig | December 11, 2023

Can you believe that we’re close to the end of 2023 already? Before the year wraps up, it’s a good idea to address end-of-year items and work your way through…

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September 5, 2023 Weekly Update

By angelicacomahig | September 5, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Integrated Wealth Management Experience

By angelicacomahig | September 4, 2023

Integrated wealth management experiences are our way to help clients have the type of retirement planning assistance that is provided in a “family office.” If you don’t know what this…

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