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Articles

Matt Pontes | Jun 12, 2025

5 Tax-Saving Strategies to Keep More of Your Money

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 keep more of your hard-earned money where

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Matt Pontes | Jun 1, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Matt Pontes | May 22, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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white concrete building under cloudy sky during daytime by Harold Mendoza courtesy of Unsplash.
Matt Pontes | May 19, 2025

How Credit Downgrades, Budget Battles, and Fiscal Policies Impact Investors

Market Commentary
Tax Planning
Government Spending
The U.S. credit downgrade reflects persistent concerns about the nation's fiscal future. The ongoing budget negotiations may further complicate these challenges
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Matt Pontes | May 8, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Matt Pontes | May 5, 2025

Warren Buffet's Investment Wisdom: Timeless Guidance for Current Markets

Long-term value investing
Dividend Income Strategy
Market Volatility
Warren Buffett's timeless wisdom shines in today's volatile market. Discover how improved valuations, strong corporate earnings, and rising dividends create
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Matt Pontes | Apr 24, 2025

5 Smart Ways to Use Your Tax Refund in 2025

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 will top $3,170.1 That means a lot of

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5 Year-End Tax Opportunities Plans | Guardian Financial Group
Matt Pontes | Feb 10, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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An exit sign in a modern office building
Matt Pontes | Feb 10, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Man sitting on a park bench and working on a laptop
Matt Pontes | Feb 10, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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