The Business Cycle
How will you weather the ups and downs of the business cycle?
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.