Financial Planning
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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6 Tips on Negotiation, Salary & Benefits With Your New Employer
When you go through the interview process and receive a job offer, you may be content to accept it even though it may be far much lower than your worth. If you [...]
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7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
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What is a 403(b)? Everything You Need to Know
A Definitive Look One of the main areas of advisement to clients is helping them figure retirement, 403(b), or what we call ‘Financial Independence.’ [...]
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