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This article is not discussing the current hot topic of student loan forgiveness. The headlines have created strong opinions but many people are not aware of all the recent changes to the Free Application for Federal Student Aid (FAFSA) process.
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Talking to your kids or young adults about money is important. Getting them started with the right perspective can have a significant impact on their relationship with money.
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“I’d like to live as a poor man with lots of money” – Pablo Picasso When asked by the media, “What is the number one question individuals have about their personal finances?” The answer is, “How am I doing versus my peers?” This response is valid but it highlights the rampant “Fear of Missing Out”...
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AS A FIRM focused on financial planning and investment management, one of the most common questions asked from current and prospective clients is the same one.
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There was no New York Stock Exchange in biblical times but wise and wealthy King Solomon knew how to invest in a volatile economy, advising those around him
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With all the graduation celebrations this time of year, I am reminded of all the conversations with parents that are feeling stressed by the looming college costs.
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Benefits Of A Financial Plan “In preparing for battle I have always found that plans are useless, but planning is indispensable.” Dwight D. Eisenhower ARE THERE BENEFITS to a financial plan? A client came in recently to meet with us to address an area of their finances that was creating anxiety. They were not losing sleep...
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“An investment in knowledge pays the best interest.” — Benjamin FranklinIs there more to investing than just stocks & bonds? Diversification is a critical component of any sound investment strategy. Ask a market expert to define diversification and they will tell you to select a ratio of three asset classes that align with your tolerance...
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Investing has a purpose and it’s important for an investor to be able to support their purpose. As you think about the optimal portfolio, be mindful that the “hope” in your investments may be setting ungodly expectations. Establishing and following a perfectly allocated portfolio may be a risk of “putting hope in your wealth” (1...
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Health Insurance Taxation An individual may be an employee or employer so the tax impacts will vary depending on their role in the company. If an employee receives a health insurance policy through the company and the employer pays the premiums, there will not be any tax consequences to the employee. This is one of...
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The last 12 months has definitely been very surreal. You may have been extremely excited to celebrate a New Year.
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It’s said that old habits die hard, especially bad financial habits. Overspending and no savings can make you struggle all year round— living hand-to-mouth and waiting for the next paycheck to come. If you want to break free from bad spending habits and manage your finances better, you have come to the right place.  At...
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For decades, people fought to legalize sports gambling in the U.S. The advent of fantasy sport leagues helped to pave the way for this fight to become a reality. Today, sports gambling is legally recognized in 21 states around the country; and is a multi-billion dollar industry that continues to grow annually. As sports gambling...
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Do you want your children to manage their finances smartly in the future? Wondering how and when to train your children to become financially responsible? This post is a must-read for you as we share the best tips and strategies to train kids with finances. However, the first thing we need to get out of...
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It seems daily, I see a new story of someone telling of a significant increase in their wealth from their stock or cryptocurrency investments
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The year 2020 has definitely been very surreal. You may be looking forward to celebrating the New Year and if one of your resolutions is to take a deep dive into your finances, you might want to review how you are saving for retirement.
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