Resources

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  • Feb 8 2019
    8 Tips for Your First Trip Abroad

    As you plan your first trip abroad, you might not know where to start. Here are a few tips that beginners and even experts will benefit from!

  • Feb 4 2019
    2018 Was Truly an Unusual Year for Markets

    You can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.

  • Feb 1 2019
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    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Jan 31 2019
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    Don’t Get Stuck in the Honeymoon Phase of Retirement

    You have worked your whole life to save for retirement. However, many people struggle with the transition into retirement. Here's why...

  • Jan 16 2019
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    Investment Newsletter 1Q19

    We had started 2018 being cautiously optimistic for asset returns. Here's our thoughts on the markets and investments over the last year.

  • Jan 16 2019
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    Client Newsletter 1Q19

    Here's a review of what we did for you in 2018 and some things to look forward to in 2019. Read why we are recomending a strategic fiancial plan this year!

  • Jan 7 2019
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    Not All Investment Income Is Created Equal Because of Taxes: Case Studies

    The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!

  • Dec 26 2018
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    4 of the Most Common Estate Planning Mistakes

    The most common estate planning mistakes typically fall into one of four categories. Read how to avoid these mistakes in your estate plan.

  • Dec 20 2018
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    Trusts Might Give You Flexibility and Lower Taxes

    Depending on your situaton, giving to charity can be a complicated decision. The good news is there are a variety of options. Here are 3 strategies: