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Recommended Reads

Retirement as a Single Woman

Sep 18, 2023
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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IRS Changes Inheritance Rules: Protecting Your Legacy

Sep 11, 2023
Categories
Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes...
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Sep 4, 2023
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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How to Stop Subconsciously Sabotaging Your Financial Goals

Aug 28, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Aug 21, 2023
Categories
Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Aug 14, 2023
Categories
Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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Divorce and Retirement: Here’s What You Need to Know

Aug 7, 2023
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Navigating the Post-Cancellation Era of Student Loans

Jul 31, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Why You Need an Investment Philosophy

Jul 24, 2023
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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5 Amazing Places to Retire Outside of the U.S.

Jul 17, 2023
Categories
Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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How Habits can Impact Your Finances

Jul 10, 2023
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Jul 3, 2023
Categories
Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
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Securities offered through Silver Oak Securities, INC., Member FINRA/SIPC. Advisory services offered through Elevation Advisory Partners LLC, a SEC Registered Investment Advisor.

Silver Oak Securities, Elevation Advisory Partners and Harrison Capital Management are separate entities. Silver Oak Form CRS.

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