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By Matthew Gaude & Shawn McGuire Receiving an inheritance of money is an appreciated gift. But without proper planning and guidance, you may

By Matthew Gaude & Shawn McGuire At the end of 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement

By Matthew Gaude & Shawn McGuire If you’re like many of our clients, you live generously. You know that the world goes far beyond just you and

By Matthew Gaude & Shawn McGuire The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of

So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue

By Shawn McGuire & Matthew Gaude Financial planning after an Alzheimer’s diagnosis is critical to ensure proper care for the future. Patients

Bonds are now top of news in the financial media. We’re all reading CNBC and Fox Business articles that stocks are plunging because the 10-year

By Matthew Gaude & Shawn McGuire After much political intrigue and back and forth, lawmakers finally passed the 5,593-page $900 Billion

By Matthew Gaude & Shawn McGuire Tax season is approaching quickly, and the last thing you want is to get close to finalizing your taxes, only