There are some year-end financial planning opportunities you can still do that could make a difference for years to come. Here are a few ideas you can use.
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Annuity contracts tend to be complex and difficult to understand, even for financial professionals.
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When it comes to making investment decisions, two questions must be asked.
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One of the first steps to achieving goals is to prioritize them. We can help clients prioritize by looking at time horizons for goals and interest rates on debts.
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As colleges and students struggle to adapt to a changing environment, this year has brought up a number of questions about 529 college savings accounts.
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It’s common to wonder when you should start taking Social Security. Here are points to help you feel more confident about this decision.
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These two words are foundational in the world of finance, but without any additional context they can be difficult concepts to grasp.
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Congress passed the Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, on March 27, 2020. What does this mean for you?
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Rates may fluctuate up and down, the government may change rules to incentivize or discourage behavior, but one truth remains – taxes aren’t going away!
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If you help your adult kids out financially, what consequences will they face? Will they learn a positive or negative lesson?
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With expensive premiums as a backdrop, it’s reasonable to wonder if this is the best time to buy long-term insurance or if it’s better to wait.
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Is California tax friendly for retirees? How does California differ from other states, and what can you do about it?
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An independent financial advisor doesn’t receive mandates from any other company. That means they are beholden only to their clients.
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After a volatile but overall slightly positive week for the markets last week, we’ve seen more large declines this week.
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Do presidential election years affect the stock market? We look at the numbers and provide our perspective.
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We are monitoring developments carefully. Stocks dropped sharply on Monday as the novel coronavirus, COVID-19, continued to spread.
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Here are some points to consider when trying to decide how much money to leave your children.
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As you already know, stock markets around the world have continued to decline. Sentiment has reversed dramatically. Just last week, U.S. stock market indexes hit an all-time high.
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It’s common for people to worry about outliving their money in retirement. Here are points to help you feel confident about your retirement.
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The IRS announced key tax numbers for 2020. Here what you need to know about federal tax changes.
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