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Planning for Potential Tax Changes

While none of these tax changes have been put into place yet, it is important to start planning for what could become law. Here are some items to keep an eye on and some planning opportunities to consider.

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The 3 Stages of Retirement

One of the most common misconceptions about retirement is that retirement is one “single event.” What many people may not understand is that retirement, just like work-life balance, has stages. Although retirement may be unique to each person, it generally passes through three stages: 1. active retirement 2. winding down retirement and 3. inactive retirement.

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1Q 2021 Quarterly Letter

In the past two quarters, I have observed the behavior of both the market and investors, and it reminded me of a study conducted in the 1960s. You may have heard about what’s become known over the years as “the marshmallow test,” conducted at Stanford University starting back in 1960 to study when the control of deferred gratification develops in children

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Embracing Change - A Message from Tom Curran

When I started Curran, I had a vision of what we wanted to accomplish in terms of providing the most comprehensive level of investment and wealth management for our clients. This message is for all of my clients, the new and the old. I am determined to uphold the Curran Defining Quality standard for all of you.

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Benefits from the Great Bull Run

Lately I have been wondering how many people have reaped benefits from the Great Bull Market that began in 2009. My sense is not very many. Yes, everyone owning stocks since 2009 certainly should have enjoyed outsized gains in their investments. But have they really benefited as much as they should have or could have?

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HIPPO Tax Services - The Year-Round Approach to Taxes

Why dedicate a “season” to taxes when they should be monitored year-round? At HIPPO Tax Services, service is year round not seasonal. Whether you are interested in solely tax services or aligning your investments with a tax strategy, HIPPO is here to help.

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