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Financial Planning

4 Tips to Save For and Fund Your Child’s College Tuition

College is an investment in your child and your family, but it can come at…
Daniel Cucuiat
Daniel CucuiatMay 12, 2022
Financial PlanningHeadline NewsInflation Risk

7 Tips for Saving Money at the Pump

Gas prices are on the rise. Here are some ways to save a little bit…
Daniel Cucuiat
Daniel CucuiatApril 14, 2022
Headline NewsRetirement Planning

How Big Events Like Ukraine Can Impact Your Retirement

World events can impact your retirement, but you can be prepared!   The past few…
Daniel Cucuiat
Daniel CucuiatMarch 16, 2022
Financial PlanningTax Planning

6 Facts About Taxes

Individual income tax returns for 2021 will be due April 18th, 2022. In preparation as…
Daniel Cucuiat
Daniel CucuiatMarch 1, 2022
Financial PlanningRetirement PlanningTax Planning

Your Year-End Financial Checklist

The end of the year can help remind us of last-minute things we need to…
Daniel Cucuiat
Daniel CucuiatDecember 28, 2021
  • 5 Things You Need to Know About the SECURE Act May 2, 2020
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Recent Posts Extra

  • 4 Tips to Save For and Fund Your Child’s College Tuition May 12, 2022
  • 7 Tips for Saving Money at the Pump April 14, 2022
  • How Big Events Like Ukraine Can Impact Your Retirement March 16, 2022

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