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 …
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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 …
Rebound Financially: Turn Mistakes Into New Year Wins
By Brian Bloxom, ChFEBCSM The new year brings a fresh opportunity to learn from past mistakes and begin the journey toward financial recovery. Whether you’ve built up debt by overspending or made less-than-ideal investment choices, it’s never too late to regain control of your financial …