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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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Is Your Business Protected if Disaster Strikes?

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Is Your Business Protected if Disaster Strikes?

What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee? Would it recover? How long would it take? If you’ve never really thought about the answers to these questions, it’s time to make a disaster plan.

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Two Strategies for Rebalancing Your Portfolio

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Two Strategies for Rebalancing Your Portfolio

Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or a college education for your kids.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Keeping Emotions at Bay During Virus Volatility

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Keeping Emotions at Bay During Virus Volatility

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities.

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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A Guide to Updating Your Budget in Uncertain Times

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A Guide to Updating Your Budget in Uncertain Times

In the world we live in today there is a lot we cannot control. It is human nature to want that control to feel grounded and secure. Today’s climate offers an opportunity to take control of certain aspects of your life; one of those being your spending habits and your budget.

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5 Tips for Navigating the Coronavirus Crash

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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop.

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Leave a Lasting Legacy: Consider Your Impact on the World

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Leave a Lasting Legacy: Consider Your Impact on the World

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck in a pattern of living life day by day, but your legacy isn’t something you make time for; your legacy consists of the choices you make every single day. It’s about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. No matter how old you are, it’s worth taking the time to consider the legacy you’d like to leave in each...read the full article

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