Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated,…
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A Social Security Primer: Breaking Down Your Options
When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different…
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Staying Stable With Sudden Wealth
Even when the influx of a large amount of money is a happy event, it can provoke many uncomfortable feelings. There can be even more emotions at play when it is an inheritance, a sale…
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The College Payment Puzzle For High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to…
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Avoiding the Penalty for Early Roth IRA Withdrawals
The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free, and no taxes are due on withdrawals. The problem is that the account is considered…
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How to Have “The Talk” With Your Aging Parents
Whether it builds gradually or something happens to spark it – there’s a moment in adulthood when you realize that you need to care for the people that cared for you. Getting a plan in…
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Maximizing the Tax Advantages of Business Ownership
Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your…
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Love Is Looking Together in the Same Direction
Marriage is, for many people, the foundation of a happy life. But modern living puts pressure on us in so many ways, and money is often at the core. Finding a way to build trust…
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Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase…
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August Market Commentary: Will a Month of Fresh Data Change the Fed’s Aggressive Stance?
July Recap and August Outlook July marked the best month for the markets since November 2020. What happened, after the rout of the first half? Some ideas: It’s a bear market rally sparked by better-than-expected…
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