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Just some words we wrote on financial planning and investment management topics for you.
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Common Mistakes in Business Succession Planning (and How to Avoid Them)
Succession planning is more than choosing who will take over the business. It’s about protecting your company, employees, and economic value. Learn how to do it right.
Matthew Kelley
Jul 317 min read
Should AI Replace Your Financial Advisor?
Will generative AI replace your financial advisor? Would that be a good thing? We explain why a middle ground is best for both clients and advisors.
Matthew Kelley
Jun 115 min read
Tax Loss Harvesting: Rules and Strategies
Tax-loss harvesting strategies reduce taxable income, offset gains, and improve after-tax returns, especially when automated and used year-round.
Matthew Kelley
May 55 min read
Alternative Investments for Individual Investors: Pros and Cons
Alternative investments can offer unique opportunities to high income earners, but it is critical to know the risks involved. We explain the
Matthew Kelley
Mar 188 min read
High Earners With Variable Income Need a Plan
High earners with variable income can struggle with saving, spending, and taxes. A solid plan brings predictability.
Matthew Kelley
Feb 67 min read
Tax Strategies for Retirement Savings: A How-To Guide
Learn how to prioritize retirement accounts like 401(k)s, IRAs, Roths, and HSAs. We’ll guide you on which to use and when.
Matthew Kelley
Jan 169 min read
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