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Is Your Retirement Secure?

Retirement can feel distant, but the steps you take today play a critical role in your future financial security. Are your savings on track to meet your goals? Have you reviewed your investment mix, Social Security strategy, and potential tax impacts?
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Is All The Gold In Ft. Knox?

Won’t it be fascinating to review Ft. Knox? Will all the gold be there? No matter, 2025 is turning out to be as volatile as we thought. Diversification and Hedge Gold and Silver traditionally have an inverse relationship with the dollar and stock markets and thereby allow for portfolio performance when other paper areas, like[...]
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Optimize Your Tax Strategy Before Year-End

As we approach the end of 2024, it’s an opportune time to review your financial situation and implement strategies to optimize your tax position. Consider the following actions: 1. Maximize Retirement Contributions: Contribute to your 401(k) or IRA to reduce taxable income. For 2024, individuals under 50 can contribute up to $7,000 to an IRA,[...]
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Do Precious Metals Make Sense for You?

Many people say they buy precious metals to have access to physical/tangible exchangeable options in case of an emergency. Some do it for their kids or family, others say they do it as an insurance or hedge. Most would agree it is a good idea to have tangible physical metals available to them when needed.[...]
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An Invitation

An annual financial review with your planner is essential for keeping your financial goals on track. Life changes—like a new job, marriage, or retirement—can significantly impact your financial plans. Regular reviews allow you to reassess your investments, ensure you’re on pace for retirement, and adjust for any tax law changes. It’s also a great time[...]
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Why haven’t you heard about one of the best tax-advantaged programs available?

The Benefits of a Health Savings Account (HSA) Health Savings Accounts (HSAs) offer a range of advantages for individuals looking to manage their healthcare expenses effectively. An HSA is a tax-advantaged savings account designed for those with high-deductible health plans. Contributions to an HSA are tax-deductible, reducing your taxable income and potentially lowering your tax[...]
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BrightPath Financial

2514 Loomis Street, La Crosse, WI, 54603, US