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Year-End Checklist: Top 20 Financial Moves Before December 31
Checklist

Year-End Checklist: Top 20 Financial Moves Before December 31

Key deadlines for many personal finance and tax planning strategies

Gabriel Kaplan
Gabriel Kaplan
Nov 27, 2024
Should you invest in low volatility equity ETFs?
Risk Management

Should you invest in low volatility equity ETFs?

There is a place for low volatility ETFs.

Gabriel Kaplan
Gabriel Kaplan
Nov 26, 2024
What should I do with my next saved dollar? Where should I be saving?
Cash Flow & Budgeting

What should I do with my next saved dollar? Where should I be saving?

Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.

Gabriel Kaplan
Gabriel Kaplan
Nov 19, 2024
Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season
Parenting

Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season

Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.

Gabriel Kaplan
Gabriel Kaplan
Oct 2, 2024
20 Investment Lessons From The First Half Of My Career

20 Investment Lessons From The First Half Of My Career

Insights and Strategies Gained From Two Decades in the Market

Gabriel Kaplan
Gabriel Kaplan
Sep 6, 2024
What is happening with the labor markets?

What is happening with the labor markets?

The Rise of Unemployment

Aug 13, 2024

Questions?

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