by muzeumdev25 | Apr 18, 2025 | Finance, Investments, Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The...
by muzeumdev25 | Apr 2, 2025 | Investments, Retirement, Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time –...
by muzeumdev25 | Mar 5, 2025 | Finance, Investments, Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don’t have a formal succession plan in place. In fact, looking at family...
by muzeumdev25 | Feb 20, 2025 | Investments, Risk Management, Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a...
by muzeumdev25 | Jan 20, 2025 | Estate Planning, Investments, Real State, Retirement, Tax Planning
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all...
by muzeumdev25 | Dec 20, 2024 | Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play.1 With that, certain biases can follow. When they do, those biases can lead even the smartest,...
