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Blog

5 Smart Ways to Use Your Tax Refund in 2025

Apr 18, 2025
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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5 Tax-Saving Strategies to Keep More of Your Money

Mar 21, 2025
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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How to Stay Invested in Volatile Markets Without Losing Sleep

Feb 20, 2025
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even...
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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Jan 21, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Dec 3, 2024
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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5 Damaging Myths About Money Talks & the Facts Behind Them

Nov 6, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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5 Amazing Places to Retire Outside of the U.S.

Oct 30, 2024
Categories
Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Oct 23, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Oct 16, 2024
Categories
Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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How to Reprogram & Improve Your Money Mindset

Oct 9, 2024
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...
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Negotiating a Great Mortgage in a High Rate Environment

Oct 2, 2024
Categories
Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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7 Milestones At Age 50 & Above

Sep 25, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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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
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  • Product and Services
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Company address

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.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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