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Staying the Course in Volatile Times: when the headlines get loud

by Jeff Baker | Feb 19, 2026 | Blog

If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The threat of a new trade war with Europe.3 A criminal investigation into the Federal...

Tax Planning vs. Tax Preparation: They’re Not the Same Thing

by Jeff Baker | Feb 12, 2026 | Blog

Many people think about taxes once a year — when April rolls around and it’s time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That’s the gap...

Tax Planning vs. Tax Preparation: They’re Not the Same Thing

by Jeff Baker | Feb 5, 2026 | Blog

Many people think about taxes once a year — when April rolls around and it’s time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That’s the gap...

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

by Jeff Baker | Jan 29, 2026 | Blog

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move? Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even...

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Jeff Baker | Jan 22, 2026 | Blog

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...
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