Tax-Smart Investing: How to Minimize Taxes on Your Investments
For high-income earners, taxes can seem like a constant drain on their hard-earned investment returns. However, with the right strategies, you can minimize your tax burden and keep more of your money working for you. […]
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Spring Cleaning Your Finances
Did you know that according to the Cleveland Clinic, the mental health benefits of “Spring Cleaning”—the annual practice that prioritizes decluttering and organizing one’s living space—can have positive psychological effects? It appears that the process […]
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The Best Financial Plan is the One You Can Follow: A Study on Risk Tolerance
Let’s talk about something that doesn’t get the recognition it deserves—risk tolerance. This is a crucial part of developing a financial plan that works for you and helps you achieve your longer term goals. The […]
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Step-Up in Basis Definition and What it Means to You
Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
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The 6 Most Common Myths of Health Savings Accounts (HSAs)
Health Savings Accounts (HSAs) offer myriad benefits, from their triple-tax advantage to assisting those with high-deductible health plans (HDHPs) to cover out-of-pocket expenses. But the thing that may surprise you most is that an HSA […]
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6 Tips to Stay Calm During a Market Downturn
Scroll through any newsfeed, and you’ll encounter attention-grabbing headlines about a sluggish economy, rising interest rates, and threats of an impending recession. And while this news is unsettling, it’s essential to remain calm, cool, and […]
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How Rising Interest Rates Could Affect Your Finances
Raising interest rates as a measure to combat inflation has been a hot topic lately. Not only did the Fed increase rates by 0.5% at its May FOMC meeting, but increased them again by a […]
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Is Peak Inflation Behind Us? Or At Least Near?
The highest inflation in 40 years has rattled consumers, most of whom have never experienced runaway high prices. Unless you’re well into your 60s, this type of environment is new. However, there is hope that […]
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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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