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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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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I received a call from a client a few days ago: he had a quick question. That quick question turned into a significant discussion that drove home the value of
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Inflation, rising interest rates, war, government spending, mid-term elections, supply chain disruptions, an aging population, labor shortages and a pandemic.
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