When I send the agenda for our meeting to my clients in advance of our upcoming review of their investment portfolio and financial plan, I ask them in the e
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I’ve written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how the strategy can be of benefit. Essential
I have been helping two sets of clients who are brother and sister to each other. They share as beneficiaries of a few different accounts, recently inherited
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It is a great feeling as a parent to have achieved your own financial success, having helped your children along the way, with assets to pass along to the ones
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I have always wanted to build wealth. Many people do. What is your definition of wealth? How does one go about building wealth and more importantly, how do you
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When a new prospective client calls our office, one of the questions they sometimes ask is “What are your fees?” before they tell us what kind of service they
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What is the biggest debt item on your balance sheet? Your mortgage? A business loan? Something else? Are all your loans paid off and you think you don’t
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Estate planning can be simple or it can be sophisticated. Complexity may arise because of the size of your net worth, but that doesn’t always have to be the
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We are often asked what the ideal time is to begin retirement planning. To be clear, retirement planning and retirement saving are two different things.
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Social security offers a basic level of income to all people covered by the program. During your working years, you pay taxes into the social security system
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I posted a question on social media recently, “ATTENTION LADIES: I am seeking your input! What financial topics do you feel are important to women? Why? Thank
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A question we commonly get asked is, When should I begin social security? Should I start early? Or should I start it later? The answer is, it depends.
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