April 23, 2021

Spring 2021 Financial Newsletter

Am Spring 2021 Financial Newsletter 1
Am Spring 2021 Financial Newsletter 1

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Insights

Enjoy access to our continuously updated library of insights and educational resources.

1Phil Blog Article October

Under the Big Top

Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running

Vance Screenshot 2026

Retirement Doesn’t End Your Paycheck. Here’s How to Build Your Own.

For forty years, a paycheck showed up every two weeks. When you retire, the paycheck doesn’t have to end, but you have to build the new one yourself. This article covers how we do that, and why it can feel harder than people expect. Two kinds of security While you’re working, your

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Taxes, Taxes, Taxes

Income and Payroll Taxes Have you ever looked deeper into all the taxes you pay? While tax discussions typically focus on the major players of Federal and State income tax, looking deeper can be eye opening. Since rates can vary by income, let’s consider an individual in CA making $100,000 per year.