February 8, 2021

Tax Planning During Market Declines

Market declines are scary. Unfortunately, they’re inevitable, but with the right perspective, you don’t need to fear them. So the next time a market decline occurs, what can you do to lessen the impact on your financial (and mental) well-being?  The truth is, the best approach is often to wait out the crisis and give […]

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January 22, 2021

I Now Offer Virtual Meetings!

How often recently have you woken up worried or gone to bed at night with your mind racing? For most of us, our schedules have been turned upside down; we don’t know what’s going to happen with our businesses or jobs; we’re concerned for loved ones; and we’re apprehensive about the markets and the economy. […]

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December 7, 2020

Important Financial Actions To Take Before The End Of The Year

This year has been one for the books. Most, if not all of us, have experienced canceled plans, work stoppages or adjustments, complicated family decisions, and (as if that weren’t enough) financial challenges. To add to the uncertainty, we don’t know what the near future will bring in regards to COVID-19, political turmoil, and our […]

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November 10, 2020

The Top 5 Financial Planning Challenges In The First 10 Years of Retirement

If you weren’t eager to retire when 2020 began, I’m willing to bet that as 2020 nears its end, you’re more ready than ever for a stress-free retirement. But how will the recent events of a global pandemic, market volatility, and the presidential election affect your retirement? Before you pack up your office for good, […]

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October 14, 2020

What All Women Should Know About Personal Finance

Things have drastically changed for women in the past few decades. Women now make up 50% of the workforce, (1) and they are also starting to play an increasingly important role in managing their household’s finances. (2) Gone are the days when husbands were the only ones in control of the family’s finances.  It’s good […]

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September 15, 2020

Common Financial Mistakes Couples Make

Managing your finances on your own is hard enough, let alone working with someone else who has different opinions, financial habits, and ideas about the future. But if you are part of a couple, any financial decisions you make need to be done as a team. If you don’t want your finances to be a […]

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