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5 Important Components of A Good Estate Plan
It’s safe to say that thinking about the ideas of disability or dying are not generally pleasant topics for anyone. However, as the old cliché goes, the only [...]
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The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
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Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still [...]
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Getting Started: An Estate Planning Checklist
Even if you don’t know the third week in October, 2021 is officially Estate Planning Awareness Week, it begs the question: How aware are you of your estate [...]
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5 Costly Estate Planning Mistakes We See All the Time
Creating your estate plan may be important, but you need to avoid common pitfalls and mistakes while you are at it. Otherwise, you will spend time creating a plan [...]
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A Comprehensive Guide to Trusts
Trusts aren’t just for rich kids (although we highly recommend a trust with a ton of guardrails for the beloved spendthrift in your life.) A trust is [...]
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Estate Planning: Taking the 1st Step
Often times when we first meet someone, the most pressing risk to their financial situation is not a bad portfolio. Rather, it’s the fact that they have no [...]
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How to Optimize your Company Insurance Benefits when Changing Jobs
As a job seeker, you are always looking for the best benefits package to jump on. But often, it’s not just about salary and vacation time when considering if [...]
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College Funding: The FAFSA Simplification Act Explained
Since I began as a financial advisor in the summer of 1999, there has never been a year where college expenses have dropped. Quite the contrary; the cost to get a [...]
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A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen [...]
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