Personal Finance Blog

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Should I Start Social Security at 62?
There’s an old saying: “just because you can do something, doesn’t mean...
by Taylor Jessee|19 February 2021|Personal Finance Blog, Retirement Planning
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Section 83(b) Election
A section 83(b) election allows employees with Restricted Stock Units (RSUs) to...
by Eric Maestri|12 February 2021|Investing, Personal Finance Blog, Retirement Planning, Taxes
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how to find an investment advisor
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VIDEO – What to Look for in an Investment Advisor
Taylor Hoffman Wealth Management investment advisor Taylor Jessee, CPA, CFP® recently had...
by Taylor Hoffman|11 February 2021|General Advice & Coaching, Personal Finance Blog
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A mother and daughter sitting on a couch placing money inside a piggy as a representation of proper financial planning
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Saving for Their Future: Financial Planning Tips for Your Growing Children
Now, more than ever, it’s important that parents take the steps to...
by Taylor Hoffman|29 January 2021|College Planning, Kids & Money
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