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3 REASONS TO BE OPTIMISTIC FOR THE FUTURE OF THE FINANCIAL MARKETS
Despite current uncertainties about the national debt ceiling, inflation, and a slowing economy, there are three reasons to be optimistic for the future of the financial markets: low investor sentiment, decreasing inflation levels, and ...
Read More4 LESSONS FOR INVESTORS FROM THE 2023 BANK FAILURES
Over the last week the federal government needed to take extraordinary actions to assume control of two banks. Although many factors contributed to the bank failures, there are four lessons investors can take away from these events...
Read MoreWHEN THE FINANCIAL MARKET IS VOLATILE, HOW DO YOU KNOW IF YOUR INVESTMENT PORTFOLIO IS WORKING?
It would be great if you could simply check on the status of your investments in any type of market and know immediately whether they are progressing in line with your long-term financial goals. But the truth is, analyzing your...
Read MoreHOW TO TALK WITH YOUR FAMILY ABOUT MANAGING FINANCES
Talking to family about managing finances can be tough, but it’s a step toward doing right for yourself, your family, and others.
Read MoreREBALANCING: WHEN IS THE BEST TIME TO SELL AN INVESTMENT?
Without portfolio rebalancing, investors may attempt to self-manage their investment portfolio through stock picking, market timing, and track record investing. Rather than using a globally diversified investment portfolio...
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ESTATE PLANNING DISCONNECTS AND WHAT TO DO ABOUT IT
What happens when couples who are working to build their legacy aren’t exactly on the same page about what’s best for their family? How do you bring two different perspectives together?
Read More3 STEPS TO TURN INVESTING WORRY & CONCERN INTO COMFORT & CONFIDENCE
Does the current volatility in the financial markets, uncertainty in the economy, unexpected world events, and political discourse cause you worry and concern? You might find yourself wondering “What should I do?”, if...
Read MoreWHAT IS HAPPENING WITH CPI AND INFLATION?
Everyone wants inflation to go away, or at least shrink back to below 2%.
Read More2022 MEDICARE VS MEDICAID
If you’re confused about the requirements and benefits of Medicare or Medicaid, you are not alone. Both Medicare and Medicaid are health insurance programs sponsored by the government. However, there are big differences between...
Read MoreFIVE MOST OVERLOOKED TAX DEDUCTIONS
Who among us wants to pay the IRS more taxes than we need to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible.Let’s take a quick look at five most...
Read More5 STEPS TO INVEST SMARTER DURING TURBULENT TIMES LIKE THESE
Learn how to invest smarter in turbulent times like these so you can work toward living a life of freedom and fulfillment.
Read MoreHOW WOMEN CAN PREPARE FOR RETIREMENT
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. Today’s average 65-year-old woman will live to...
Read MoreDOES YOUR CHILD NEED TO FILE AN INCOME TAX RETURN?
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?
Read MoreMARKET PERSPECTIVE
Inflation at multi-decade highs, Fed tightening, growth scare, Covid19, supply chain concerns and the Ukraine situation are all pushing and pulling on the economy.
Read MoreHOW TO JUMPSTART YOUR FINANCIAL PLANNING FOR RETIREMENT
The idea of retirement evokes a mix of emotions, including excitement and apprehension. You may be wondering how early you can realistically retire, how much it will cost, and whether you’ll have enough to sustain your lifestyle...
Read More5 KEY TIPS TO ALIGN YOUR FINANCES AND PURPOSE IN LIFE
Key Tips to Align Your Finances and Your Purpose in Life 1. Learn How Investing Works 2. There are 2 Different Worlds of Investing 3. Align Your Financial Planning & Investment Portfolio 4. Stop Chasing Money
Read MoreMANAGING AN INHERITANCE
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered...
Read More20 THINGS TO DO AFTER A LOVED ONE PASSES AWAY
Most people aren’t sure what to do after someone dies and the funeral takes place. With so many questions and a myriad of details to take care of, it’s easy to get overwhelmed at such an emotional time. As you review...
Read MoreBIG QUESTIONS YOU NEED TO ASK WHEN YOU INVEST
Do you want to feel confident about money? Do you want to worry less? There's a lot of information out there about investing and frankly, most of it just creates confusion and worry and lack of confidence or peace of mind. Most people...
Read MoreFAMILY MONEY CONVERSATIONS: 4 STEPS TO DEFEAT YOUR MONEY FEARS
Throughout our childhood and early adulthood, we all subconsciously adopt beliefs, stories, attitudes and assumptions about money. These inner thoughts become our reality, and though we may not recognize it, they heavily influence many...
Read MoreINVESTING PEACE OF MIND: 20 MUST-ANSWER QUESTIONS
What is investing peace of mind? It’s the confidence and security of knowing you can live the lifestyle you desire and also retire. If you’ve reached a point in your life where you want to get serious about your retirement,...
Read MoreTHE 3 DIMENSIONS OF WEALTH - FINANCIAL
The skillful blending of the three dimensions of your wealth - Financial, Personal and Social allows you to build a legacy of your values, influence, and money so you can truly make a difference in the world. Take a moment to think...
Read MoreTHE REALITY OF GENERATIONAL DISCONNECT
Generational differences exist in all families. Every generation develops its own style of expression, methods for handling conflict, and values. Even tech-savvy parents are likely to feel that virtual connecting and 24/7 technology...
Read MoreHOW TO DISCOVER YOUR TRUE PURPOSE FOR MONEY
“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We...
Read MoreRESTRICTED EXECUTIVE BONUS ARRANGEMENT CASE STUDY
RESTRICTED EXECUTIVE BONUS ARRANGEMENT, THE CLIENT AND CONCERN John Smith, sole owner of ABC, Inc. wants to offer some additional employee benefits for Mike Star, his top salesperson that can provide life insurance protection for...
Read MoreUSING FAMILY LIMITED PARTNERSHIPS
A Family Limited Partnership (FLP) is a limited partnership that families use to manage family enterprises and other family investments. The FLP has two classes of partners—general and limited. The general partners retain...
Read MoreTHE FINANCIAL ADVISOR MEETING CHECKLIST EVERYONE NEEDS
Some of us like tracking our investments on a fairly regular basis. Others prefer not to think about their savings, and only want their financial advisor to reach out if there’s something they need to know about. Regardless of...
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