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Blog

Bumgardner Morrison & Co | Oct 7, 2025

Recent Fed Rate Cut

Finance
First rate cut of the year. Here's what to know.
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Bumgardner Morrison & Co | Oct 6, 2025

Effective Cash Flow Management Strategies for Growing Businesses

For a growing business, revenue is a sign of health, but cash flow is the lifeblood. Positive cash flow ensures you can pay suppliers, meet payroll, invest in

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Gavin Pucciarello | Aug 31, 2025

Why Do I Need a Wealth Manager?

Managing money may seem simple when it’s just about saving or budgeting.
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Gavin Pucciarello | Aug 5, 2025

Is It Too Late to Plan for Retirement?

Retirement
While early planning is ideal, it is never too late to take meaningful steps toward building a more secure financial future.
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Gavin Pucciarello | Jul 31, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
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Gavin Pucciarello | Jul 11, 2025

When in Life Do I Need a Wealth Manager/Financial Planner?

You don’t have to be a millionaire to need a financial planner. In fact, most people benefit from some level of guidance at different points in life. Whether

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Gavin Pucciarello | May 30, 2025

How to Create a Personalized Financial Plan That Works for You

Finances
Creating a financial plan tailored to your unique circumstances can make the difference between just managing money and truly building wealth.
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Do You Need A CPA To File Your Taxes? | Bumgardner Morrison
Gavin Pucciarello | Apr 10, 2025

Do You Need a CPA to File Your Taxes?

Filing taxes can be overwhelming, especially when you have multiple sources of income or need to navigate various deductions and credits.
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Bumgardner Morrison & Co | Jan 28, 2025

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Two people working at a table in an office using a calculator.
Bumgardner Morrison & Co | Jan 28, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Bumgardner Morrison & Co | Jan 28, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Victoria, TX 77904

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