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Is Your Income Plan Working for You? Now Is the Time to Review

Is Your Income Plan Working for You? Now Is the Time to Review

by Julia Chung | Sep 11, 2025 | Monthly Spring Update, Personal Finance

Starting tax planning early gives you time, options, and peace of mind. Review contributions, plan donations, explore tax-loss harvesting, consider income splitting, and check cash flow now to reduce taxes, avoid year-end stress, and optimize savings before 2025 ends.

Planning Your Golden Girls’ Era?

Planning Your Golden Girls’ Era?

by Julia Chung | Sep 10, 2025 | Media

Planning Your Golden Girls’ Era? Julia spoke at an event a few months back, and the questions that came after were probably more interesting than the talk.en it comes to finances.

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