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News and Information

Natalie G. McIntosh, CFP® | Mar 13, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Natalie G. McIntosh, CFP® | Jan 31, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Natalie G. McIntosh, CFP® | Dec 1, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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"Natalie G. McIntosh, CFP® | Nov 1, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Natalie G. McIntosh, CFP® | Oct 14, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Natalie G. McIntosh, CFP® | Sep 14, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Natalie G. McIntosh, CFP® | Aug 26, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Natalie G. McIntosh, CFP® | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Arthur Q. Johnson | May 16, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Arthur Q. Johnson | Apr 13, 2022

The Importance of Financial Goals

Finance
Lifestyle

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Arthur Johnson | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Tips To Take Time Off Taxes | Mundoval Capital Management
Arthur Johnson | Mar 18, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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