by Kyle Wetters, CFP® | Dec 10, 2024 | Insights
As we approach the end of another year, it’s time to take a step back and reflect on our financial journey. At Tenet Wealth Partners, we believe that conducting a comprehensive year-end financial review is not just a good practice—it’s an essential step...
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by Kyle Wetters, CFP® | Oct 28, 2024 | Insights
As the year draws to a close, many individuals and families turn their attention to charitable giving. This end-of-year focus on philanthropy isn’t just about embracing the holiday spirit; it’s a strategic approach that can make a significant impact on...
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by Kyle Wetters, CFP® | Oct 14, 2024 | Insights
As the year draws to a close, many individuals and families find themselves reflecting on their financial decisions and contemplating ways to make a meaningful impact. Year-end charitable giving presents a unique opportunity to do just that, allowing you to support...
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by Kyle Wetters, CFP® | Sep 30, 2024 | Insights
Inheriting an Individual Retirement Account (IRA) can be both a blessing and a source of confusion. An inherited IRA is a retirement account that you receive as a beneficiary after the original owner’s death. While these accounts can provide significant...
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by Kyle Wetters, CFP® | Sep 26, 2024 | Insights
When it comes to financial planning, one crucial aspect that’s often overlooked is the proper naming and updating of beneficiaries across various accounts and policies. This seemingly simple task can have far-reaching implications for your loved ones and the...
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