Making Sense of Living Wills and Trusts
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AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS...
hillary745
- Sep 9, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 1 min
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, 2021
- 2 min
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, 2021
- 2 min
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, 2021
- 2 min
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, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 2 min
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, 2021
- 2 min
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, 2021
- 2 min
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, 2021
- 3 min
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 26, 2021
- 2 min
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, 2021
- 3 min
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 20, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 2 min
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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