The Advisor Blog

woman counting money
Is Tip Fatigue Wearing You Out?

Traditionally, tipping has been a way to reward workers for providing good service. But the norms around tipping are changing, and if you’ve recently felt more pressure to tip, you’re not alone.

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Do You Need to Adjust Your Tax Withholding?

Once you’ve filed last year’s tax return and can see where your finances are headed this year, it may be a good time to adjust your income tax withholding

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home energy
Some States Will Offer Home Energy Rebates in 2024

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

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FAFSA Glitches Delay College Financial Aid Awards for 2024-25

It’s been a tough financial aid season for college students and their families. The FAFSA (Free Application for Federal Student Aid) was redesigned and simplified for the 2024-25 school year

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How a Family Limited Partnership Can Power an Estate Plan

One challenge faced by family-run businesses involves transitioning both the ownership and operations from one generation to the next.

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