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What to Do When the Market Drops: Your Smart Money Checklist Thumbnail

What to Do When the Market Drops: Your Smart Money Checklist

When markets take a dip, it’s easy to feel uncertain—but downturns can also open the door to strategic financial opportunities. In this post, we share a practical checklist of smart moves to make when your accounts are down, including Roth conversions, dollar-cost averaging, and increasing 401(k) contributions. Stay calm, stay invested, and turn volatility into long-term growth.

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Don’t Miss Out! Essential Year-End Deadlines for Maximum Tax Savings Thumbnail

Don’t Miss Out! Essential Year-End Deadlines for Maximum Tax Savings

Discover the must-know year-end financial deadlines that can help you maximize tax savings and boost your wealth strategy. From Roth conversions to charitable giving, this guide breaks down key actions to take by December 31st to reduce taxes and make smart financial moves. Don’t leave money on the table—start planning now!

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