thesummit
June 03, 2025
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Keep More Gains: Smart Tax Hacks for Savvy Investors
The Ultimate Guide to Tax-Efficient Investing: Maximize Your Returns and Minimize Uncle Sam’s Bite Ever felt that sinking feeling when you see your investment gains chewed up by taxes?...
May 27, 2025
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Robo-Advisors Ranked: Top Picks for Every Investor 2025
```html The Best Robo-Advisors of 2024: Take the Guesswork Out of Investing Picture this: You’re enjoying your morning coffee when you realize your investments are working harder for you...
May 20, 2025
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Wealth Wizards: 5 Apps That Make Your Money Work in 2025
```html The 2024 Guide to the Best Wealth Management Apps: Secure Your Financial Future Easily Let’s be real: tracking investments and growing your wealth can feel like herding cats—unless...
May 13, 2025
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Boomers vs Gen Z: 5 Surprising Money Habits Revealed
```html Boomers vs. Gen Z: How Their Money Strategies Are Worlds Apart Think your parents handled money the same way you do? Let’s bust that myth right now. From...
May 06, 2025
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Why DIY Finances Could Be Costing You Big Time
Smart Reasons to Stop DIY-ing Your Entire Financial Life Ever felt a surge of pride after fixing a leaking faucet or painting your own living room? That do-it-yourself (DIY)...
May 05, 2025
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Smart Money Moves: How AI is Revolutionizing Wealth Management
AI in Wealth Management: How Artificial Intelligence is Transforming Your Financial Future Imagine sitting down with your wealth manager, and instead of the usual spreadsheets and forecasts, your financial...
April 29, 2025
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Money Moves for Your 50s and 60s: Age Like Fine Wine!
Mastering Your Money: Smart Financial Strategies for Navigating Your 50s and 60s Ah, the fabulous 50s and sensational 60s! While your playlist may include more classics than chart-toppers, your...
April 22, 2025
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Building Generational Wealth After 40: Still Time to Shine
Is 40 Too Late to Start Building Generational Wealth? Not Even Close If you’ve just celebrated your 40th birthday—or perhaps avoided the celebration entirely—and are suddenly struck with financial...
April 15, 2025
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Barbara Corcoran’s Money Hacks: Rich Moves You Can’t Ignore
Barbara Corcoran’s Smartest Money Moves: Financial Wisdom from the Shark Tank Queen Barbara Corcoran, famed real estate mogul, investor, and one of the sharpest sharks on "Shark Tank," knows...
April 01, 2025
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Gig Economy Remix: 6 Ways Benefits Are Getting an Upgrade
Gig Economy Evolution: How Freelance Work is Transforming Employee Benefits The gig economy has exploded into mainstream appeal due to its unparalleled flexibility, autonomy, and the ability to define...