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Lifestyle + Wellness

Tax Planning
BY Bob Phillips | CFP®, CFA®, CPA, President, Co-Founder | Mar 27, 2024

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

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Timely Financial News
BY Leslie Thompson | CFA®, CPA, CDFA™, Chief Investment Officer, Co-Founder | Mar 25, 2024

S&P 500 Concentration and Opportunity Beyond the Most Widely Known Names

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Divorce Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 21, 2024

Successfully Pivoting After A Divorce: Career Strategies

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Gifts + Estate Planning Investing Lifestyle + Wellness Philanthropy Tax Planning
BY Spectrum Wealth Management | Mar 21, 2024

Understanding Trust Funds: How They Work and Who They Benefit

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Lifestyle + Wellness
BY Spectrum Wealth Management | Mar 14, 2024

How Fraudsters Break Into Social Security Accounts and Steal Benefits

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Behavioral Finance Investing
BY Spectrum Wealth Management | Mar 13, 2024

From Investopedia – Regional Banks: One Year Later, Is The Crisis Behind Them?

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Spectrum In The News
BY Spectrum Wealth Management | Mar 6, 2024

Spectrum in the News: CIO, Leslie Thompson spoke with David Uberti from The Wall Street Journal about a potential market pullback later this month….

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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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