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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...
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

RETIREMENTREAD TIME: 4 MIN How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What...

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous relationships. Here are a few...

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no further than the New Year...

Choosing a Business Structure

Choosing a Business Structure

In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?” Each strategy presents its own...

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155. With the average credit card annual percentage rate sitting at 16.43%,...