Avoid the College Credit Card Trap
College is a formative time in the lives of those who choose that path. For many, it is their first taste of life away from their parents and their first…
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Gifting Change For Calendar Year 2022
Cue David Bowie’s 1972 hit song, Changes. You are probably familiar with the opening lyric of the chorus; “Ch-ch-ch-changes.” You may not be familiar with the rest of the lyrics…
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My Parents Are Aging, What Should I Be Doing?
Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that…
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3rd Quarter 2022 Newsletter
In The Journey, In The Destination, We Are Anchored The previous two years have provided plenty of newsletter topics as our office has helped countless clients navigate financial questions brought…
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Stay The Course During Market Volatility
Miss Mary Mack Mack Mack. All dressed in black black black. With silver buttons buttons buttons All down her back back back. If you finished this rhyme in your head…
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5 Things to Know About Long-Term Care
Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want.…
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What Does a Financial Advisor Do?
Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the…
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9 Steps to Creating a Solid Financial Plan
Does the thought of your financial future leave you uncertain or anxious? Many people feel this way because they do not have a solid financial plan in place. A comprehensive…
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9 Tax Breaks for People Over 50
Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable…
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2nd Quarter 2022 Newsletter
I’m Self Employed and I Don’t Know What To Do For Retirement Plans Being self-employed comes with so many great freedoms and rewards. There is nothing like the rush of…
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Charitable Trusts: Leaving a Legacy
At the end of your life, what kind of legacy will you leave? Those who are able to share their assets with more than just their loved ones should consider…
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Tips for Traveling with a Debit Card: Prevent Post-Vacation Financial Woes
Nobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling…
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