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20 Results

• Know What You Are Worth Today to Map Out Your Financial Future

  It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

• 3 Moments in Life Where You Should Consider Consulting a Financial Professional

  If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

• Women and Work: Why Salary, Benefits, and Work-Life Balance Count

  As you progress along your career path, there's no telling how far you'll go.

• Make the Most of Your Tax Write-Offs for Giving Tuesday

  Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.

• 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.

• 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.

• 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.

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

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

• Saving for College: 529 Plans

  A few simple tools and tips can help students and families save for college.

• Matt Clement

  Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• Long-Term Care: Exploring Your Options

  With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

• How to Address Wealth Management in Today's Market Environment

  Learn how to address wealth management in today’s market with strategies such as diversification, FinTech tools, and long‑term planning.

• Jim Faranda

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Turning Profits into Wealth: A Guide for High-Earning Business Owners

  Learn how high‑earning business owners can potentially turn profits into lasting wealth through reinvestment, income diversification, expense management, and long‑term planning.

• About Us

  Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

• 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.

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.