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How to Set Smart Financial Goals
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we break down how to use the SMART acronym to set…
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Is Your Business Prepared? What the 2026 Roth Catch-Up Mandate Means for You
If you have employees earning over $150,000, a significant change to your company’s retirement plan is coming in 2026. Under the SECURE 2.0 Act, high earners will be…



















