by Kyle Wetters, CFP® | Feb 6, 2025 | Insights
The dawn of a new year brings a fresh opportunity to take control of your financial well-being. In 2025, financial resolutions are not just about cutting costs—they’re about designing a financial strategy that aligns with your values and goals. Whether you’re...
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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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