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Are Your Investments Managed Well to Minimize Taxes?

Different types of accounts will have different results. Location, location, location. We’ve all heard that phrase when purchasing a home. Did you know: the same concept applies to your [...]

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Keep More Dollars in Your Pocket: Tax Planning

It’s that time of year – thinking about income taxes and capital gains taxes and deductions – tax planning. With a savvy financial planning tax strategy, you may be able to reduce your income tax [...]

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New Financial Advisor: Are You Getting the Best for You?

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

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Interest Rates: How to Take Advantage of the Current Low Interest Rate Environment

Have you ever heard the phrase ‘debt averse’? It’s a phrase that many have become accustomed to. Often, these individuals have followed a pattern of debt avoidance, coincidentally [...]

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Retirement Savings Strategy

As wealth advisors, we sometimes spend more time thinking about numbers and planning and savings strategy than we do for other things, even football. We also spend time highlighting holidays that [...]

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Periodic Table of Investment Returns

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Infographic: How to Choose a Financial Advisor

    Important Disclosure Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be [...]

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Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, not hard and fast rules that will necessarily [...]

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Stepping into Retirement: Top 10 Items to Help You Prepare

Do you feel like you’re prepared for retirement in the next 12 months? If you are looking ahead with joy and expectation to realizing your retirement in the next 12 months – [...]

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Financial Planning Considerations for the Small Business Owner

Small business owners typically have incredible drive and self-reliance as they start their business and as they grow over time.  Aside from operational, human resource, and financing issues [...]