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The Money Conversations Caregivers Need – Before a Crisis Hits

0 comments June, 8, 2026

The Money Conversations Caregivers Need – Before a Crisis Hits By Sandra D. Adams, CFP® Most caregiving journeys don’t begin with a plan. They begin with a phone call. A fall. An emergency room visit. […]

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Protect Yourself From Tax Fraud

0 comments April, 4, 2026

The recent NPD data breach could impact your tax refund and increase your risk of identity theft. With tax season coming up, here’s how to protect yourself.

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Is It Time to Exchange Your Annuity?

0 comments March, 3, 2026

Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.

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Medical Debt No Longer Impacts Credit Scores

0 comments February, 22, 2026

The rules ban credit agencies from including healthcare debts on consumers’ credit reports but will likely face challenges in the Trump Administration and in the courts.

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Expert Wealth-Building Strategies for Black Americans

0 comments February, 21, 2026

Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry offer actionable advice to grow wealth, set financial boundaries, achieve financial fluency and more.

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Tax Tips: What Is a Section 179 Depreciation Deduction?

0 comments February, 21, 2026

Confused about Section 179 and depreciation? We compare the two, providing clarity on which strategy is most advantageous for your small business.

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Protect Your Inheritance in 5 Steps

0 comments February, 21, 2026

Receiving an inheritance can be life-changing, but without proper planning, it can lead to financial disaster. Discover a proven 5-step plan to safeguard your inheritance and achieve your financial goals.

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Navigating an Uncertain Tax Landscape: TCJA Sunset

0 comments February, 20, 2026

Key tax provisions from the Tax Cuts and Jobs Act of 2017 are set to expire in the near future. Here’s what you need to know.

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Key Insights on Future Tax Provisions After TCJA Expiration

0 comments February, 19, 2026

Explore expert predictions on potential changes impacting taxpayers as deadlines approach.

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Should You Use Your IRA to Fund Your HSA? Pros, Cons and Expert Insights

0 comments February, 18, 2026

Did you know you can fund an HSA with IRA assets? This little-known rollover strategy offers tax-free growth for health care expenses.

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