Blogs

Financial Planning

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Your Financial Fresh Start: 12 Resolutions in 12 Months

Do you want to get on top of your finances this year?

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10 Tips to Develop Financial Wellness This Year

Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals.

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A Year-End Planning Guide for Business Owners

As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

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Creating a Legacy of Change through Charitable Giving

Philanthropy today is different than it was in the past.

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Tariffs, Turmoil, and Tinsel

Navigating the Holidays During Economic Uncertainty

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Tis the Season to Be Prepared: How to Recession-Proof Your Holiday Sales

For many small businesses, the holiday season is the busiest and most profitable time of year.

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Government Shutdown: How to Navigate the Market and Manage Your Portfolio

How to manage your portfolio during a government shutdown.

Family Wealth: Talking to Your Children About Inheritance

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die.

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Making Your Money Work for You Through Giving Strategies

Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love.

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Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

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The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

Estate planning is also significantly relevant for single individuals without children.

What Wealthy Individuals Need to Consider Before Applying for Medicare

As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

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How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

Managing 401(k) investments is crucial to planning one's financial future.

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Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

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Life insurance and annuities are essential financial planning tools for providing future independence.

From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

Financial Planning in Today’s Fast-Paced World

In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

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Death and Taxes: What to Know About Estate and Inheritance Taxes

There are only two things in life you can count on happening at some point--death and taxes.

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Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

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Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

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The Early Bird Advantage: Why Timely Year-End Planning is Essential

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over.

Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

You Might Not Want to Max Out Your 401(k) Right Away

Contributing to a 401(k) plan is an excellent method for saving for retirement.

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How to Navigate Buying a Home During High Inflation

With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

Overcoming the Dual-Caregiving Dilemma

The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

5 Homeowner Estate Planning Tips to Consider

Estate planning helps disperse your assets according to your wishes.

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A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.

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Smart Strategies for Staying Ahead in Uncertain Markets

Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety.

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It’s Not Too Late to Become Financially Literate

No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

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Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

If you have a 529 education savings plan, it can now be converted to a Roth IRA.

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Retirement Planning: A Map to Changes in 2024

Navigating these demands an adaptable approach to planning your finances.

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8 Financial Wellness Tips to Help Manage Generational Wealth

Here are some financial wellness tips to help manage generational wealth transfer more confidently:

5 Financial Bad Habits to Cut This Year

Here are five overlooked financial bad habits that could be draining your bank account.

Ringing in the New Year in Your Golden Years

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

Spreading Holiday Cheer with Year-End Giving

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

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Year-End Tax Planning Considerations for Capital Gains

As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains.

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Year-End Financial Planning for Families

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future.

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Estate Planning and Asset Protection: Are They The Same?

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.