Making Sense of Living Wills and Trusts
AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS...
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hillary745
Sep 9, 20213 min read
Remembering September 11…and the Day After
This month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
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hillary745
Sep 8, 20213 min read
Types of Investments: You have a variety of options when pursuing an investment portfolio.
FIRST-TIME INVESTORS OFTEN FIND THE PROCESS INTIMIDATING. AND LET’S BE HONEST: EVEN THOSE WITH AN EXTENSIVE PORTFOLIO MAY STILL NOT...
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hillary745
Aug 25, 20213 min read
529 Plans: The Big Questions Answered
For National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
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hillary745
Aug 22, 20211 min read
What's Your Risk Number?
It all starts with Riskalyze’s proprietary analytics. Capture Your Risk Number The first step is to have you answer a 5-minute...
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hillary745
Aug 19, 20212 min read
S&P 500 Cuts Losses to Clinch Record Highs
According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...
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hillary745
Aug 6, 20212 min read
College is Expensive. Make Sure You Have a Plan in Place.
Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a...
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hillary745
Jul 22, 20212 min read
Help Your Adult Children Take A Step Toward Financial Independence
Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a...
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hillary745
Jul 21, 20213 min read
Budgeting Tips for Weddings
WEDDINGS ARE EXPENSIVE. NO KIDDING, RIGHT? AND NO MATTER WHO’S FOOTING THE BILL, FEW OF US CAN WRITE A BLANK CHECK WHEN THE BIG DAY...
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hillary745
Jul 13, 20213 min read
Recent Market Performance
Markets Resilient As We Enter the Second Half of 2021 U.S. and International Equities Most of the U.S. and international markets were...
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hillary745
Jul 1, 20213 min read
Building Money Mindfulness
There are practical steps you can take to strengthen your financial health. Now is the perfect time to take steps to shore up your...
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hillary745
Jun 24, 20212 min read
What Does the Fed Say?
Daily Market Update Posted by lplresearch What Does The Fed Say? On this week’s LPL Market Signals podcast, LPL Research discusses why a...
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hillary745
Jun 24, 20212 min read
Tempted to Tap Your 401(k)? Ask These Questions First.
Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term...
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hillary745
Jun 15, 20212 min read
It’s the Gift That Counts: Considering Different Charitable Donations
Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize...
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hillary745
Jun 2, 20213 min read
June Swoon
Although there was some notable weakness in the middle of May, the S&P 500 Index was able to rally late in the month to finish with a...
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Longleaf University
May 25, 20212 min read
Are You Prepared for Financial Surprises?
A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce...
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May 24, 20213 min read
The Importance of Pledging our Allegiance
The following story was shared by John S. McCain, USN Captain (Ret.) and U.S. Senator from Arizona. I won’t give more of an introduction...
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Apr 19, 20213 min read
Milestone
Milestone (noun)1 1. a stone functioning as a milepost 2. a significant event or stage in the life, progress, development, or the like of...
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Longleaf University
Apr 14, 20213 min read
Financial Traps to Avoid
There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves...
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Apr 14, 20212 min read
Common Retirement Investment Mistakes
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Only...
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