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July 18, 2022 | Investing
A tough start to 2022 After closing out 2021 on a high note, 2022 has brought challenge after challenge. The post-pandemic recovery was remarkable for so many reasons. The market fell quickly, but it snapped back just as fast, and then continued on up and up, breaking …
July 07, 2022 | Financial Planning
Do you have cash and are thinking of investing? That’s smart. The desire of wanting to put your cash to work (rather than having it sitting in a savings account, losing value due to inflation) is the right idea. And the best part is that you’re in control of getting started. There are two …
June 09, 2022 | Financial Planning
Primary residences and second homes can each be leveraged in different ways to help achieve financial goals. One has the potential to be an investment vehicle (generating income while appreciating in value) and the other is simply a lifestyle asset – can you guess which one is which? Let’s …
May 25, 2022 | Tax Planning
What comes to mind when you think about taxes? It’s probably not the blissful feeling of sipping a refreshing drink on the beach. Instead, it’s deadlines, numbers, forms, and an overall annoyance. It doesn’t help that tax rules are constantly updating, making a complex topic even more difficult. …
May 24, 2022 | Financial Planning
If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …
May 17, 2022 | Financial Planning
Key Takeaways: Inflation diminishes purchasing power, making it hard to stretch your dollars as far Implementing good financial habits early allows for adaptability if inflation strikes Avoid being caught off guard by proactively accounting for inflation in your financial plan Simply …
May 10, 2022 | Financial Planning
This nearly 60-page guide covers everything from key facts and figures to tips, tricks, and strategies to optimize your tax plan for this year. What’s inside: Personal income tax rates, deadlines, deductions, and credits Business taxes, rates, and deductions Trust & estate taxes …
April 14, 2022 | Financial Planning
How do you build wealth? Saving and investing are an extremely powerful duo to do so. Of course, learning to be disciplined, practice good habits, and set goals are also instrumental in your success. The ability for savers to adopt those habits and convert such a modest lifestyle into long- …
March 24, 2022 | Financial Planning
“With longer lifespans than their male counterparts, many women are likely to end up managing the family estate." Key Takeaways: Studies show women are often less financially literate then men, yet have growing financial responsibilities Basic education on financial planning and …
March 10, 2022 | Financial Planning
Here’s What to Do with Cash As you build your wealth, your financial plan needs constant assessment to ensure proper asset allocation and optimal growth. After you complete the financial health checkup (and bonus financial planning checklist), you will know that having a plan for all of your …
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