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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning Category Overview
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning Articles
  • Tax Optimization
  • Uncategorized
load funds Investment Management

A Beginner’s Guide to Load Funds: Advantages & Definitions

In 1995 only 28.7% of American households had investments in mutual funds. …

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hand's women putting golden coins in money jar. account concept,business concept,finance concept, savings concept. Planning

Why Financial Planning Is Important for Tech Professionals

In today’s ever-evolving digital world, tech professionals are in demand. They’ve largely …

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financial risk Investment Management

What Could Go Wrong? Protect Yourself From Financial Risk

When you think about the biggest sources of stress in your life, …

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wealth management Investment Management

Investing 101: Understanding Mutual Funds

Far too many Americans are sitting on the sideline when it comes …

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a financial advisor with a laptop explaining the annuity vs. IRA differences to an elderly couple Retirement Planning Articles

Annuity Vs. IRA: A Look at the Differences

Investing for your retirement is essential, and, fortunately, you’ll have multiple vehicles …

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tax benefits Retirement Planning Articles

7 Reasons Why Retirement Planning Is Important

According to one recent report, 64% of Americans will retire with only …

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high income family Tax Optimization

Financial Planning for Families: Tax Strategies for High Income Couples

According to reports, 94% of Americans consider it their civic duty to …

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A couple enjoys a walk on the beach because they took preparation for retirement seriously. Retirement Planning Articles

Your Guide to Preparation for Retirement

Retirement can be a time of enjoyment and discovery, but only if …

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an advisor explaining some 401k rules of thumb to a couple Retirement Planning Articles

401k Rules of Thumb to Grow Your Retirement Fund

A 401k can be an essential part of your retirement strategy. These …

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A couple enjoys life on a boat because they made a budget for retirement when they were younger. Retirement Planning Articles

4 Tips to Budget for Retirement

Everyone should budget for retirement, and the earlier you start planning for …

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young couple speaking with a financial planner and asking, what are annuities? Investment Management

What Are Annuities? Everything You Should Know

Financial and retirement planning are complex topics, and it’s in your best …

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Capital building Tax Optimization

What’s in the Democrats’ Tax Plan?

Not really the “Biden Plan”; Corporate, Personal, and Other Tax Increases; No changes to SS Taxes; Retirement Pullbacks…

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An investor sets up a stop-limit order. Investment Management

Beginning Investor’s Guide to Stop-Limit Orders

Traders use all kinds of strategies to maximize their profits and minimize …

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A couple researches the best IRA for beginners. Investment Management

How to Choose the Best IRA for Beginners

An IRA is an “independent retirement account” typically used by small businesses …

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man applying the rule of 70 to his investments while sitting at a desk with documents and a calculator. Uncategorized

Everything You Should Know About the Rule of 70

Financial pros have devised many quick tools to gauge investment performance. The …

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401(K) document, some charts, and other elements of a retirement portfolio sitting on a desk. Retirement Planning Articles

7 Things to Remember When Starting Your Retirement Portfolio

Planning for the day when you no longer have to work is …

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An investor buys clean energy stocks in a wind farm. Investment Management

7 Factors to Consider When Choosing Clean Energy Stocks

Your portfolio’s main objective is to earn money, but you don’t have …

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Person flipping blocks that say wealth with coins on them Planning

IRS Releases 2022 Key Numbers for Health Savings Accounts

2022 contribution limits for health savings accounts (HSAs), as well as the 2022 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).

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unearned income cash in a couch Investment Management

What is Unearned Income?

It is easy to know about income from a paycheck or freelance …

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a young couple using a laptop and creating long-term financial goals. Investment Management

6 Tips for Setting Long-Term Financial Goals

Nearly everyone has dreams for years or decades from now, including retiring …

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An investor goes over data on his computer and comes up with predictions he’ll use for market timing. Investment Management

What You Should Know About the Art of Market Timing

The stock market can be intimidating, because there are so many different …

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An investor reads a financial chart on her phone to decide between options vs. stocks. Investment Management

Options vs. Stocks: A Guide to Determining Which Are Right for You

Stocks have a reputation for being fairly straightforward, while options are often …

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A couple goes over their money situation with a financial advisor on a laptop. Advisors & Planners

How to Know When You Need a Financial Advisor

Making sound investments during your money-making years is a key goal that …

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An investment bar graph with a trend line illustrates our examination of what is an ETP. Investment Management

What Is an ETP? Here’s What Investors Need to Know

Investors are often looking for ways to diversify their portfolios, and one …

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