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Return on Life®: Focusing on What Matters Most
December 11, 2024In the traditional approach to financial planning, success is often measured by financial metrics: how...
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Holistic Financial Planning
December 11, 2024Holistic financial planning goes beyond simply investing in a 401(k) or managing debt—it involves looking...
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The Importance of Financial Planning Across Every Stage of Life
December 11, 2024Here’s a breakdown of the top 5 reasons why financial planning or coaching is crucial...
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Are You Afraid of Outliving Your Money?
November 1, 2024financial-focus-are-you-afraid-of-outliving-your-money
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Watch Out for Investment Scams
September 1, 2024When you invest, you’ll find that knowledge is power. The more you know about your investment choices, and who is offering them, the better prepared you’ll be to make good decisions. And this diligence can also help protect you against investment scams.
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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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Make Succession Plan a Priority
September 1, 2024When you run your own business, your days are busy and there’s always a lot on your mind — but have you also thought about the day when you’ll leave the business?
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Avoid These Investment Mistakes
January 3, 2023Investing will always have its challenges—but you can help make it easier on yourself by staying away from as many mistakes as possible.
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Don’t Leave Your IRA to the IRS
January 2, 2023The tax and investment issues surrounding inherited IRAs can be complex, so consult with your tax and financial advisors before making any moves.
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