Time Value and Potential Income: Understanding Opportunity Cost
With all the recent coverage and attention inflation has been getting lately, it’s no secret inflation is a growing concern for many. The cost of everything is up, and the supply chain is still facing […]
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Graduation Season is Upon Us
It’s graduation season. What an exciting time for high school and college students to be moving onto the next big phase! Exciting, but nerve wracking too. This is a time of incredible growth, development, gaining […]
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Why a Single Retirement Number is Misleading
Maybe you’ve seen it referenced in ads. Maybe you’ve read it in articles. Maybe you’ve even heard it from a financial planning professional. There is a notion that everyone has a magical retirement number and […]
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Investing in a Down Market: 5 Strategies
Stock market downturns are never welcomed, but they are inevitable, which is why you should know how to invest in a down market. Even the most sophisticated investors can’t predict when they will occur or […]
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What Is a Living Trust and Does It Make Sense for You?
Regardless of its size, the goal of an estate plan is to facilitate the transfer of property and assets to your family with the least amount of cost and friction. As you work through the […]
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Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Typically, the subject of Medicare doesn’t pop up on anyone’s radar until they’re near age 65. By then, they know they will be required to pay a baseline Medicare Part B premium ($177.10 in 2022). […]
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