By Brian Bloxom, ChFEBCSM Wallace D. Wattles, author of The Science of Getting Rich, once said, “Good tools are important, but using them correctly is just as essential.” When it comes to retirement savings, few tools are more powerful than a 401(k). But are you using yours to its …
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Are You Missing Out on These Common Tax Deductions?
By Brian Bloxom, ChFEBCSM Many people simply aim to survive tax season without any hiccups. When filing time arrives, some may quickly file, relying only on the most common and familiar tax deductions and credits. However, taking advantage of additional, lesser known tax breaks can significantly …
Your 2025 Social Security Guide
By Brian Bloxom, ChFEBCSM The years leading up to retirement can be a whirlwind of emotions—excitement for what’s ahead, stress about getting everything in order, and uncertainty about navigating the Social Security process. It’s easy to feel like everyone else has it all figured out while you’re …