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Keeping Your Informed with Financial News and Tips

Are You Prepared for an Emergency?
May 15, 2017

As financial planners, much of our focus falls upon preparing for retirement. But what about financial emergencies? Unexpected situations can happen to anyone, and can take a drastic toll on your financial well-being. You might even feel tempted to take on massive credit card debt during this time, or raid…

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4 Dangers of Accumulating Wealth
May 8, 2017

Generally, when we think about accumulating wealth, we view that as a good thing. Who doesn’t want a nice, comfortable nest egg? But as with all things in life, there is a downside to having a healthy bank balance. Yes, really! You can overestimate yourself. If you do manage to…

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3 Ways to Lower Next Year’s Tax Burden
May 1, 2017

Now that Tax Day has come and gone, most of us are breathing a sigh of relief. Filing your income taxes is never much fun, but at least it’s over – for now. Naturally, you’ll be picking up that pen and calculator, or signing into your online tax software, next…

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Another Creative Retirement Strategy for Married Couples
April 24, 2017

Are you on track to max out your retirement plan contributions this year? If so, that’s great news. You’re preparing for your future, while also earning a valuable tax deduction. You might feel satisfied knowing that you’re doing all you can to save for retirement, or you might be wondering…

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