Friday, December 2, 2022
Like it or not, taxes are a way of life. But nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with my financial goals?” and one possible option is a...
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Wednesday, September 14, 2022
If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...
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Monday, November 15, 2021
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...
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Friday, October 15, 2021
Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they...
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Tuesday, August 24, 2021
Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us about the importance of tenacity,...
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Thursday, July 15, 2021
An important factor I take into consideration when working with clients to determine their retirement goals is the cost of inflation. It may be a hard number to pinpoint exactly, yet ignoring inflation poses a great risk to financial...
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Wednesday, June 16, 2021
As you enter each new phase of your life, milestones such as marriage, buying a home and having kids will impact you financially and inevitably affect how much money you can put toward retirement. While these new expenses can be...
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Sunday, May 16, 2021
Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...
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Wednesday, April 14, 2021
In a world where everything financial seems to be connected to an online account, it’s incredibly important to have good passwords to keep everything safe and secure. Yet a common complaint from clients is that it’s hard...
Read MoreWe always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...
Read MoreWe wish you a happy new year! Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t...
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Monday, October 26, 2020
It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...
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