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Articles

woman in red academic dress wearing red academic hat by Conner Ching courtesy of Unsplash.
Preferred Resource Group | Oct 1, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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man in brown suit kissing woman in blue dress by 𝔥𝔦𝔩𝔩𝔞𝔯𝔶 𝔭𝔢𝔯𝔞𝔩𝔱𝔞 courtesy of Unsplash.
Preferred Resource Group | Sep 30, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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woman in dress statue in grayscale photography by K. Mitch Hodge courtesy of Unsplash.
Preferred Resource Group | Sep 28, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Toddler standing at the bottom of a stone staircase
Preferred Resource Group | Aug 1, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Preferred Resource Group | Jul 3, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Preferred Resource Group | Jun 1, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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A calculator and a pen on top of a graph
Preferred Resource Group | May 1, 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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