Contrary to popular belief, working with a CFP® or other quality financial advisor is so much more than investment management and budgeting. A quality financial
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There are a variety of strategies that can be used to help ensure you make the most of your retirement savings and minimize your total lifetime tax liability
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Roth conversions can be a great way to reduce the uncertainty regarding future tax liability. When done efficiently, Roth conversions can be used to help
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What they are and how they're taxed: Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), Incentive Stock Options (ISOs), Non-Qualified Stock
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Early retirement is a big decision that requires thorough planning and a great deal of self-discipline. Very few people can just spontaneously decide to stop
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5 Tips to avoid financial anxiety during an election year, and why you should stick to your investment strategy!
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We don’t prepare taxes, but we sure do get excited about tax brackets. If you’re at all interested in your financial future, you should too.
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7 quick tips to help you effectively manage your time when you're caring for aging parents, providing for your family, and taking care of yourself.
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Are you one of the 23% of adults in the "Sandwich Generation"? Here's some helpful tips to help you navigate this challenging journey.
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Some things you may not know about Social Security benefits, but you should.
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Secure your child's education without financial strain. Discover smart college savings strategies for a brighter future.
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We often encounter a common misconception that our role is to "Beat the Market." But, “The world is full of foolish gamblers, and they will not do as well as
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