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Blog

IRS Changes Inheritance Rules: Protecting Your Legacy

Sep 11, 2023
Categories
Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes...
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How to Stop Subconsciously Sabotaging Your Financial Goals

Aug 24, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Navigating the Post-Cancellation Era of Student Loans

Jul 31, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Jul 11, 2023
Categories
Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
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How to Boost Your Financial Literacy: 5 Simple Tips for Success

Jun 2, 2023
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks...
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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Apr 19, 2023
Categories
Finance
Tax Planning
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Apr 12, 2023
Categories
Finance
Lifestyle
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...
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Do You Still Need Life Insurance When You Retire?

Apr 5, 2023
Categories
Insurance
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
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Preparing for an Early or Unexpected Retirement

Mar 29, 2023
Categories
Retirement
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project...
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Personal Liability Protection

Mar 22, 2023
Categories
Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an...
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What are the Benefits of Saving Early?

Mar 15, 2023
Categories
Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who...
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The Pros and Cons of Investment Apps

Mar 8, 2023
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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    • Our Philosophy
  • How We Help
    • Business Owners
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  • Product and Services
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    • Insurance
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  • Client Portal
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204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

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