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These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

5 Questions That Can Help You Choose a Tax Preparer

These tips can help you make sure you're asking the right questions before you decide to hire a tax professional. Read more.

Filing Taxes as a Remote Worker? Answer These 5 Questions First

Working from home has become more common, but there are some tax filing implications you may need to know about. Read more.

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

How to Put Your Financial Plan Into Action

Building a financial plan is the first step in your journey to long-term financial security. These tips can help you get started. Read more.

How Do I Choose the Right Tax Filing Status?

Learn why the status you choose determines not only which tax bracket applies to you, but also which deductions and credits you may be eligible for. Read more.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Corey C Hicks, M.S., CLU®, ChFC®, RICP®

Wealth Management Advisor

 

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