By Jim Joseph, CFP® Before welcoming a new year, it’s natural to look back and take stock of what you’ve accomplished and where you might have fallen short over the
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By Jim Joseph, CFP® As 2024 approaches, many of our clients are asking about year-end tax planning. While tax efficiency is important, at FSA we believe it’s just one piece
A few months ago, we wrote a blog about how to protect yourself from identity theft. One of the most common identity theft methods of attack is phishing emails. In