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All
  • 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
The word “inflation” spelled on wood-block tiles with a shopping basket and a piggy bank on a seesaw, signifying our guide on how to protect against inflation. Uncategorized

How to Protect Against Inflation: 3 Portfolio Strategies You Need to Consider

The value of a dollar today won’t match its value in five, …

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A mobile phone and a ballpoint pen on top of a last will and testament document that contains a codicil to update the will Uncategorized

What Is a Codicil? Here’s What You Need to Know

Life is full of unexpected changes, and sometimes that means you need …

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DSC_0005 Tax Optimization

American Families Plan: Proposed Benefits and Taxes

Major provisions proposed in the plan are summarized here, including some tax provisions.

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international stocks rising on a tv screen near the street Investment Management

Rising Inflation: Where Will It Go from Here?

The monthly March increase, which followed a substantial 0.4% increase in February, is more indicative of the current situation. Economists expect inflation numbers to rise for some time. The question is whether they represent a temporary anomaly or the beginning of a more worrisome inflationary trend.

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Retirement advisor helping clients Retirement Planning Articles

Retirement Confidence Remains Strong, Despite Pandemic

In January 2021, the Employee Benefit Research Institute (EBRI) found that 80% of retirees and 72% of workers were either very or somewhat confident in their ability to afford a comfortable retirement.

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A woman asks about bequests and makes an estate plan with her wealth management advisor. Uncategorized

What Is a Bequest, and When Does Your Estate Plan Need Them?

You worked hard your whole life to amass the assets in your …

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savings ready to go into one of the available investment account types along with properties and an invest sign Investment Management

4 Investment Account Types to Help You Plan for Your Future

Wise investments can be life-changing, as they allow individuals to grow their …

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A pen pointed at a tablet screen that displays data relating to the returns of bonds and stocks used in a barbell investment strategy Investment Management

Everything You Need to Know About a Barbell Investment Strategy

Investors want maximum ROI. They may consider a wide range of options …

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Table with a jar labeled “H.S.A.” full of coins and dollar bills and a pink piggy bank next to it, illustrating an HSA investment strategy. Retirement Planning Articles

How to Build a Successful HSA Investment Strategy

The ever-rising costs of American health care have been a concern for …

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Arrows pointing upward and stock ticker data to highlight the potential growth opportunities of investments in preferred securities Investment Management

Why Preferred Securities Might Be the Right Investment Opportunity for You

Any investor wants investments that deliver outstanding results. One investing option you …

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Man sitting at a computer with a child in his lap, doing financial planning for a baby Education Planning

6 Ways to Stay on Track When Financial Planning for a Baby

Having a child is one of the most important things you’ll ever …

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A rising trendline over plants and a lightbulb illustrates the concept of ethical investing. Investment Management

Everything You Need to Know About Ethical Investing

Developing a rewarding investment strategy is challenging on the best of days, …

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investor considers retirement plan distribution Advisors & Planners

Retirement Plan Distribution: Is Lump Sum or Annuity the Best Path For You?

A pension can raise an important question in retirement: lump sum or …

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chart shows trend lines for oil investments Investment Management

How to Invest in Oil: Here’s What You Need to Know

Oil is used in a variety of ways, from heating your home …

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Person researching currency exposure on their tablet Investment Management

Currency Exposure: What It Is and How to Guard Against It

How can the exchange rate between two currencies affect your investments? Global …

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Person researching rolling over 401k to an IRA with a computer and notepad Planning

Get a Fresh Start on Your Finances in 2021

One way to start the year off right financially is to examine your budget. First, identify your income and expenses. Next, add each of them up and compare the two totals to make sure you are spending less than you earn.

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Kid in college working on a test Investment Management

GameStop, Reddit, and Market Mania: What You Need to Know

t the heart of this story are two very different sets of investors: (1) professional managers of multibillion-dollar hedge funds, who took large, risky positions betting that GameStop stock would drop in price; and (2) a small army of individual investors, connected through social news aggregator Reddit and other social media sites

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Person growing money and plant from ESG Fund Investment Management

Your 2021 Guide to ESG Funds

Many investors are tired of having to choose between investments that help …

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U.S.-Continuing-Jobless-Claims-Thousands-Unemployment-Rate Interest Rate Updates

Have You Seen Interest Rates Lately?

As many of you know, there are two categories of employees when it comes to their pension lump sum options…

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person holding a piggy bank with two hands Investment Management

Your Guide to How to Set Up a Trust Fund

If you are worried about how your wealth will be appropriated after …

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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 grandpa with his secondary beneficiary Estate Planning Category Overview

What You Should Know About Primary vs. Contingent Beneficiaries

When undertaking estate planning, you must understand who your beneficiaries are and …

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Image of a stock ticker, stocks as a gift. Market Commentary

2020 Market Review

As with almost every aspect of 2020, the pandemic impacted the stock market throughout the year. Investors began hearing of the possible spread of the virus in January, creating uncertainty and trepidation…

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blocks that say estate planning Estate Planning Category Overview

7 Important Estate Planning Questions

Estate planning is no longer a process reserved for the rich. Undertaking …

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