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Financial Literacy

Investing Lifestyle + Wellness Tax Planning
BY Spectrum Wealth Management | Feb 29, 2024

If Your IRS Form 1099 Is Wrong, Here’s How To Correct It With IRS

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Behavioral Finance Investing
BY Spectrum Wealth Management | Feb 23, 2024

Investors are expecting rate cuts. But what happens to markets if they don’t come this year?

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Spectrum In The News
BY Spectrum Wealth Management | Feb 20, 2024

Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™

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Gifts + Estate Planning
BY Spectrum Wealth Management | Feb 16, 2024

Unlocking The Secret To Trustee Selection

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Lifestyle + Wellness Spectrum in the Know
BY Spectrum Wealth Management | Feb 15, 2024

4 Common Financial Cyberthreats And How To Avoid Them

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Education Cost Planning Timely Financial News
BY Spectrum Wealth Management | Feb 8, 2024

What Is The New 529 Rule In 2024?

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Financial Literacy Tax Planning
BY Spectrum Wealth Management | Feb 7, 2024

From Investopedia: Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries

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Gifts + Estate Planning Philanthropy Tax Planning
BY Spectrum Wealth Management | Jan 31, 2024

Now Is The Optimum Time To Plan Your 2024 Charitable Gifts

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Quarterly Review Webinars
BY Spectrum Wealth Management | Jan 31, 2024

SWM Quarterly Update | Q4 2023

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Investing Tax Planning
BY Spectrum Wealth Management | Jan 24, 2024

New 2024 Tax Rates On Capital Gains

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