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The Women’s Guide to Financial Independence

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Market Insights

Mind Over Market: The market will provoke you, how will you respond?
- Marcos A. Segrera
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…
Career Financial Literacy & Fundamentals Retirement Planning Tax Planning

RMD Essentials: Maximizing Your Retirement Plan
- Marcos A. Segrera
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
Estate Planning Tax Planning

Preparing for Potential Estate Tax Changes in 2026: Should You Gift Now?
- Marcos A. Segrera
Estate planning is all about preparing for an inherently unknowable future. And when it comes to estate taxes, staying informed is a crucial element in maintaining a comprehensive financial plan. As we look ahead to 2026, potential changes in estate tax laws could have significant implications for many individuals and families. For example, the increased estate…
Career Estate Planning Financial Literacy & Fundamentals Tax Planning

Investing in Your Legacy: The Importance of Estate Planning
- Michael Hoeflinger
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…
Family Planning Financial Planning Tax Planning

Being Financially Savvy is A Family Business
- Marcos A. Segrera
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and many times we’d like to bequeath…
Financial Planning Tax Planning

Maximizing Wealth: The Power of Tax Deferral
- Michael Hoeflinger
In the realm of personal finance, one of the most powerful strategies for wealth accumulation is tax deferral. This savvy financial move empowers you to delay paying taxes on your investment gains or income until a later date, giving you the upper hand in bolstering returns and safeguarding your capital for the future. Let’s delve…