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Reasons to Schedule a Meeting with Your Financial Advisor

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

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Reasons to Schedule a Meeting with Your Financial Advisor

Rule 72(t): Withdraw early from your retirement account without a penalty

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

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Rule 72(t): Withdraw early from your retirement account without a penalty

Investing: Simple Not Easy

Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.”  What makes it so simple is...

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Investing: Simple Not Easy

What is Gift Split, should I Gift Split, and when should I Gift Split?

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

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What is Gift Split, should I Gift Split, and when should I Gift Split?

Clay Reynolds

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