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Blog

A calculator and a pen on top of a graph
Michael Whitman | May 8, 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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Parent reading a book to their newborn child
Millennium Planning Group | Mar 30, 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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Toddler standing at the bottom of a stone staircase
Millennium Planning Group | Mar 30, 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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Ten key accounting calculator on a soft yellow desk
Millennium Planning Group | Mar 30, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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