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Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season

Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...

Long-Range Financial Planning – Re-evaluating/re-vamping lifsetyle goals

Life has a way of surprising us with twists and turns—whether it’s marriage, the birth of a child, a sudden...

Markets in an election year – how to stay calm during the turbulence

Have you had too much coffee, or are you suffering from election-year jitters? You’re not alone. Like clockwork, the presidential...

Should You Buy a Home When Mortgage Rates Are High?

Mortgage rates impact your payment. The higher the rate, the less affordable homes become. Should you buy when mortgage rates...

3 Critical Areas Where Financial Advisors Can Simplify Your Financial Life

Navigating the financial landscape can be daunting for new prospects just starting their journey in the financial world. Then, when...

Tax Law Changes and TCJA 2025 Sunset

Significant estate and income tax changes are on the horizon. The 2018 Tax Cuts and Jobs Act (TCJA) created many...

Restricted Stock Units (RSUs) and Tax Planning

Restricted stock units (or RSUs) have the potential to help you build significant net worth over time, but they require...

The Advantages of CERTIFIED FINANCIAL PLANNER™ Practitioners – Fee Only

Navigating the world of personal finance and wealth management can be challenging, and securing the services of a trusted and...

How to Invest for Retirement Wisely

Today, the average American has only 78% of the income needed to cover expenses during retirement—down from 83% in 2020....