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In the Loop

Your magazine of
personal finance

From the firm: Embracing year-end opportunities

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Year-end financial checklist: 20 must-do's you can’t afford to forget

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Resilience series, part 6: A guide for the unpredictable job market

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QuickReads

Let's talk business

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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Two business women looking at a piece of paper and smiling.

What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Blog

Stay informed, stay inspired

Celebrating Native American Heritage Month: A tribute to rich cultures and histories

This November, explore how to engage with and appreciate Native American cultures and histories through meaningful actions and education.

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A freelancer’s survival guide

Are you considering becoming a freelancer? We have seven key tips for the success—and sustainability—of your freelancing career!

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Embracing the season: How to combat the fall and winter blues

Feeling less motivated as the days get shorter? Discover how to combat the fall/winter blues and boost your energy with these simple tips.

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