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Smart Moves for a Confident Financial New Year

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Money, Taxes & Freedom

It’s said that nothing in this world is certain but death and taxes. But why leave certainty up to chance? The right advice can point you in a freer,  
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Nearly 70% of Americans set financial resolutions for the new year, but most fall short without a clear plan. In this episode of Money, Taxes, and Freedom, hosts Bryan and Shane Hopkins of Hopkins Wealth Management Group share practical strategies for making 2026 your most financially confident year yet. Discover why writing down goals, reviewing them often, and rewarding progress matters. Learn how to navigate changing tax laws, optimize Roth conversions, and rebalance portfolios for market uncertainty. The Hopkins team explains how to balance growth and stability in retirement, address longevity risk, and use income tools like annuities. Start the year with a plan that builds resilience for your financial future.

 

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200.

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Money, Taxes & Freedom

It’s said that nothing in this world is certain but death and taxes. But why leave certainty up to c 
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