College Savings Options
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
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WHAT IS AN AMORTIZED LOAN?
Is there ever a “smart” loan to take out? According to our friend Dave Ramsey, “Debt is dumb….” This is generally true because “the...
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MAXIMIZE YOUR GIVING THROUGH A DONOR-ADVISED FUND
Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...
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MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
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INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.
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A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
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Inflation’s Impact on Your Debt
With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.
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