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Whether you need advice about retirement planning, estate planning, tax planning, college planning, charitable planning, debt management, or insurance planning, there is a financial advisor out there who is well-equipped to help you achieve your goals.
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Wealth Planning is For Everyone

by Paul David Fenner Level 6
Wealth Planning is For Everyone The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling ...(more)
Comment   |  Mar 18, 2018
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You’ve heard of the “1 percenters” – what percenter are you?

by Larry R Frank Sr Level 20
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Comment   |  Mar 08, 2018 from Roseville, CA
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Dos and don’ts for income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Jan 23, 2018 from Appleton, WI
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Dos and don’ts for fixed income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Feb 12, 2018 from Appleton, WI
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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

by Richard Andrew Solt Level 12
Bitcoin is powered by a promising new technology, but many uncertainties remain The meteoric rise in the price of Bitcoin, which represents more than half of the nearly $500 billion cryptocurrency market, has dominated ...(more)
Comment   |  Jan 05, 2018
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Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

by Ray A. Hawkins CFP ®, ADPAsm Level 16
Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes <header class="entry-header" style="box-sizing: inherit; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 1px solid #f5f5f5; ...(more)
Comment   |  Jan 02, 2018
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2018 Tax Reform: What you Need to Know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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2018 Tax Reform: What you need to know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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Can you Afford to retire early?

by Richard Andrew Solt Level 12
Some people dream of retiring early. Are you one of them? If so, you’ll need to plan ahead – because a successful early retirement can’t be achieved through last-minute moves. So, if you’re determined to retire early, ...(more)
Comment   |  Nov 29, 2017
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Survivor Benefits for Widows or Widowers who are 60 to 70.

by Larry R Frank Sr Level 20
  One of the trickiest — and most critical — Social Security planning strategies applies to widows who are between the ages of 60 and 70. Once a widow becomes eligible for survivor benefits — as early as age 60 (50 ...(more)
Comment   |  Nov 15, 2017 from Roseville, CA
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The Financial Nuptials

by Richard Scott Boyles Level 6
Together you said “I Do”.  The hopes and dreams to build a future and a family together are alive.  But now what? One of the hardest things couples do when joining their lives together is merging their finances. How do ...(more)
Comment   |  Oct 25, 2017 from Dallas, TX
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How to Find a Great Financial Planner

by Ryan Sterling Cole Level 6
Finding a sub-par financial planner is easy. In fact, if you have significant assets then you’ve probably experienced multiple sub-par financial advisors trying to knock down your door. Just search for “financial ...(more)
Comment   |  Oct 24, 2017
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Why Spending Makes Us Feel Good

by Rush Barrett Steelman Level 6
We usually think of Christmas as the time of year when we get spendy. However, there are plenty of other times in the year when we spend on non-essentials. Halloween is one such time. Candy and costumes may not seem ...(more)
Comment   |  Oct 12, 2017
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Tackle Year-End Deadlines and Look Ahead to 2018

by Jessica Elizabeth Poynter Level 6
With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. Now’s ...(more)
Comment   |  Oct 06, 2017
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Risk Relativity

by Nick Allen Edwards Level 12
Most have heard the expression, “No risk, no reward,” or some variant thereof applied to investment philosophies. Within that statement is a fundamental logic that dictates how investors and asset managers should be ...(more)
Comment   |  Oct 02, 2017
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The Very Basics of Income Taxation

by Nick Allen Edwards Level 12
Despite being the system all of us have spent our lives beholden to, I’ve found very few individuals fully understand how our government taxes personal income.  This article will be a brief overview of how it works from ...(more)
Comment   |  Oct 02, 2017
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401k Motivation: Overcoming Generational Hurdles

by Curtis Steven Farrell Level 15
While many financial wellness programs offer a “one size fits all” solution, it’s important to be mindful that different age groups have different needs, and it’s very likely your workforce represents a fairly wide ...(more)
Comment   |  Sep 21, 2017 from Mission Viejo, CA
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The Equifax Data Breach: What To Do Next

by W. David Kern, CFP® Level 14
If you’ve been left scratching your head over the recent Equifax data breach, you’re not alone. The personal data of over 143 million American consumers is said to have been stolen – meaning, if you have a credit ...(more)
Comment   |  Sep 20, 2017
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Align Spending with Values

by Robert Rankin Schulz Level 6
I have the opportunity to review client spending patterns regularly, and it's one of the most important exercises in our client process. Very few of us voluntarily want to discuss spending on a line item by line item ...(more)
Comment   |  Sep 08, 2017 from Mansfield, TX
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Don't judge your value by your wallet

by John Stackhouse Level 8
Think back to being in grade school. The times when you had to work on an assignment or a project. Then came getting a grade on the work. Sometimes there were no grades but certificates, stars, or even smiley faces. You ...(more)
Comment   |  Sep 01, 2017
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