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End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

As summer winds down and autumn approaches, it's the perfect time to reassess your financial situation and prepare for Q4 tax planning. With these tips and guidance from a financial professional, you can tackle Q4 tax planning with ease! Start with a financial review...

Retire Like You’re on Permanent Vacation: How to Build A Summer-Inspired Plan for Retirement

Retirement is a period of life during which one enjoys the fruits of one's years of labor. It's an opportunity to enjoy a permanent vacation, soaking in the sun, and relishing summer days at leisure. The key to retiring like being on a constant vacation lies in...

Don’t Let Volatile Markets Halt Your Retirement Planning

In times of market uncertainty or changes, reminding yourself of your ultimate retirement goals is important. Here are some tips that can help you focus on staying on track for the long term despite the short-term fluctuations in the market:   Implement...
GDP: Does It Affect Your Portfolio?

GDP: Does It Affect Your Portfolio?

Gross Domestic Product (GDP) is the total of everything produced in a country, even if it is made by a foreign company or foreign workers within a country’s borders. GDP counts the final value of a product, but not the parts that go into producing it as a way to avoid...

Money Mistakes Parents Teach Their Children

Money Mistakes Parents Teach Their Children

Most parents want what is best for their children, but sometimes have habits themselves that equate to teaching their children poor financial habits. Children learn by watching their parents and other adults (modeling) and as they mature their mistakes and bad habits...

When Your Child Inherits

When Your Child Inherits

For many parents, planning to leave their estate to their children is a common practice. There are many things to consider when planning to leave your children an inheritance, but the complexity increases when your child is beneficiary to someone else’s estate. What...

Freezing Your Credit: What You Need to Know

Freezing Your Credit: What You Need to Know

A credit freeze is a way to protect yourself from a new account or loan being opened with your personal information by businesses (or criminals) without your permission. With a credit freeze the process of accessing your credit information from the credit reporting...

The Perils and Possibilities of Self Employment

The Perils and Possibilities of Self Employment

More people are choosing to become self-employed with one in three Americans leaving their jobs to go on their own. According to a twenty-year Harvard University Study republished in November 2018, the top reasons many are leaving stable employment is wanting more...