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Image for Charitable Giving That Fits Your Life and Your Financial Plan

October 19, 2026

Charitable Giving That Fits Your Life and Your Financial Plan

At PeaceLink, we encourage clients who feel they’ve been blessed financially to consider how generosity fits into their lives. And research suggests giving can benefit the person making the gift, too.

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Image for How Much Money Is Enough? Knowing Your Number Beyond Retirement

October 5, 2026

How Much Money Is Enough? Knowing Your Number Beyond Retirement

There will always be another income target or investment milestone. Knowing your number helps you decide whether pursuing it is worth what it asks of you.

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September 21, 2026

How Investment Income Is Taxed: Interest, Dividends, and Capital Gains

Learn how interest, dividends, and capital gains are taxed—and how business owners and high earners can invest more tax-efficiently.

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Image for 7 Tax Planning Conversations Business Owners Should Have Before the End of the Year

September 7, 2026

7 Tax Planning Conversations Business Owners Should Have Before the End of the Year

The best time to talk about your taxes isn't when you're filing them. It's while you can still do something about them.

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Image for Can AI Replace a Financial Advisor? What Business Owners Should Know

August 13, 2026

Can AI Replace a Financial Advisor? What Business Owners Should Know

AI can provide possible solutions. Financial planning helps determine which problems are worth solving and which solutions fit the life you want to build.

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June 22, 2026

When Compound Interest Finally Starts Pulling Its Weight

The biggest mistake we see isn't that people fail to understand compound interest. It's that they give up before it has a chance to become meaningful.

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