How a Financial Advisor Can Assist me with Lowering Tax Liability?
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into...
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How do I know if my Financial Advisor is the Right Fit?
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your...
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Income Tax 101
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial...
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Do Your Donor Due Diligence
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and...
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Stock Market Investing
Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk. If...
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Life Insurance Options
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty...
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Keeping your Personal Finances in Shape
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are...
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Paying off Student Loans
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely...
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Why Financial Literacy is Important
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you...
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What You Should Know About Certified Financial Planners
Certified Financial Planners ™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety...
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Social Security Facts for 2019
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million...
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Top 5 Financial Terms You Should Understand
In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a...
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