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Start 2025 Strong: Your Financial Check-Up Guide
The start of a new year is an excellent time to evaluate your financial health and ensure you’re on track for your long-term goals. A...
Legacy Capital
Jan 22 min read
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Year-End Tax Prep Strategies: Make the Most of Your 2024 Return
As the year comes to a close, now is the perfect time to start planning for tax season. Preparing early can help you identify tax-saving...
Legacy Capital
Nov 7, 20243 min read
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Tax Planning Checklist Before the End of the Year
While there are several pending tax law changes that may create uncertainty, our planning will continue to evolve going into the new year...
Legacy Capital
Nov 29, 20213 min read
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How Your Investment Strategy May Change And Evolve As You Age
By Crystal Prachyl When it comes to reviewing financial goals in different decades throughout your life, it is important to consider how...
Crystal Prachyl
Jun 10, 20212 min read
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