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Scott Marn | May 5, 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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Scott Marn | Apr 28, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Scott Marn | Apr 21, 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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Scott Marn | Apr 14, 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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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Scott Marn | Apr 14, 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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Closeup of Mason jar with money for savings
TimeWealth Advisors | Feb 12, 2025

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings
What’s the first thing you think of when it comes to money?
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Two people working at a table in an office using a calculator.
TimeWealth Advisors | Feb 12, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

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?
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A person walking on stone steps on an outdoor pond.
TimeWealth Advisors | Feb 12, 2025

Planning for the Future: Essential Steps to Plan Your Retirement

Retirement
Savings
Is your retirement savings on track?
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