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One of the most common questions we hear — especially from younger professionals and the adult children of our clients — sounds simple: Should I pay off my debt first, or start investing? In this summer episode of the Tall Oaks Podcast, Branden DuCharme sits down with Marcus Corvino, the
Trump Accounts Explained: Free $1,000 for your Kid? If you had a baby in the last year or two, there may be $1,000 waiting for them from the federal government — and you might not even know it exists yet. That’s the starting point for this episode of the Tall
Is Playing It Safe Still Working? June 2026 Market Recap The short version: In June 2026, interest rates stayed “higher for longer,” the US dollar broke out to the upside, Bitcoin quietly fell more than 50%, and the Magnificent 7 corrected harder than the headlines suggested — Microsoft alone was
Did you know an estimated 24.3 million 401(k) accounts and $1.35 trillion in assets have been left behind by job changers1. Have you ever left a job that had a Retirement Plan, like a 401k? What did you do with your money in that plan? In many cases people leave
March is Women’s History Month and I have spent some time reflecting on how far our industry has come for women. Women are an important part of the finance world, not only in a business setting but also when it comes to taking charge of their own personal finances. We
Congratulations, you got a tax refund! You worked really hard for your money, now here are some things you can do to get it to work hard for you, by building wealth. Tax refunds are wonderful things. Sometimes you’re expecting it, and sometimes you’re not. Either way they make your
Losing a loved one is a difficult thing to go through. Even if you’ve done financial planning, you’ll likely be unprepared for the burden of “what comes next.”. Below, you’ll find a helpful checklist for this often challenging transition. Request Certified Death Certificates Many institutions (like insurance providers and banks)
Getting married is such a whirlwind of excitement! I personally got married a couple years ago and I remember it quite vividly. There are so many things that need to be planned and paid for that it can leave your financial plan on the back burner. Yet, taking time for
One of the topics that hit our team meeting this month was how to help clients who are afraid of being “premium poor”. Although we believe that our team can develop a financial plan that will serve any family, we also understand that not every family has extra money each
Whether you’re a new business owner, or you’ve been in the game for years, having a skilled Wealth Management Advisor in your corner is essential for success. We often think advisors as they relate to our personal finances, but an advisor can have a huge impact on your business as well. Not
