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Blog

Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Brent Neis | Jun 13, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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An overhead view of someone walking on a tightrope high above a forest.
Brent Neis | Apr 24, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Digital art image of a business person looking through a large set of binoculars.
Brent Neis | Sep 25, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Brent Neis | Sep 25, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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Brent Neis | Sep 25, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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An older man relaxing and laying down in an inner tube on relaxing water.
Brent Neis | Mar 21, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Notebook containing dates with a pen
Brent Neis | Dec 20, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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Man reading newspaper next to laptop and phone
Brent Neis | Nov 29, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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A calculator and a pen on top of a graph
Plus Group Wealth Advisors LLC | May 9, 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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Toddler standing at the bottom of a stone staircase
Plus Group Wealth Advisors LLC | May 9, 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
Plus Group Wealth Advisors LLC | May 9, 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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  • About
    • Our Company
    • Our Team
    • Our Process
    • Who We Serve
    • Community Involvement
    • Careers
  • Our Services
    • Investment Planning
    • Retirement Planning
    • Legacy Planning
    • Tax Planning
    • Planning for Business Owners
  • Resources
    • Blog
    • Financial Calculators
    • Videos
    • Useful Links
  • Login Portals
    • PGWA Planning
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  • Form CRS Disclosure

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