You don’t need to be a Wealth Management Advisor or a Certified Public Accountant (CPA) to make sense of the #1 tax goal, paying at the lowest rate. But
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I grew up in a generation that was taught, just as the generation before us, that our first financial priority should be to own a home. Why pay someone else
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I met with a client recently who told me of an interesting situation that she found herself in. Sadly, a few months ago she had learned that both her aunt and
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Retirement planning is complex. We often hear of tips on how to fund retirement accounts and invest our money. Here are five tips that you don’t often hear.
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What is the first thing that comes to mind when you hear the words “Retirement Planning”? For many people, a lot of questions arise. Can I retire early? How
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Owning a business is not easy. It’s one of those life experiences that you can only understand if you’ve “walked in those shoes”. I had someone say to me once
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There are some colorful expressions you may commonly hear when talking money.
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Capital gains can be looked at as both a blessing and a curse. The gain is a blessing because we all want our investments to perform well. The curse can be
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Every industry has it’s own jargon. Here are a few terms you may hear from time to time.
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It’s pretty easy to understand your rate of return on your investment statement: most companies clearly display the result. Some even use red numbers for a
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I met with a client last week whom I respect deeply on both a personal and professional level: he has had a highly successful career building a firm working
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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.
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