Mid-Year Tax Planning: Optimizing Taxes and Avoiding Surprises

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Additional Online Resources

The SVB Bank Collapse and What It Means For You

The SVB Bank Collapse and What It Means For You

The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.

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Pet Insurance Guide — Worth the Cost & What Coverage to Choose?

Pet Insurance Guide — Worth the Cost & What Coverage to Choose?

Unexpected illnesses, broken bones, and unforeseen medical conditions can unfortunately arise out of nowhere; and given that veterinary care prices have risen, many pet owners may struggle to provide the care that their furry friends need. Taking this into account, does it make sense to get pet insurance?

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I’ve Been Laid Off — What Now?

I’ve Been Laid Off — What Now?

News headlines everywhere are talking about widespread layoffs, particularly in the technology industry. Of course, the primary concern when facing a layoff is finding a new job, but that can take time. Here are a few things to think about as you adjust to your new normal. Perhaps most importantly, DON’T PANIC!

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