Stimulus Packages, Interest Rates, and Real Estate—Oh My!
From the recurring stimulus packages in Washington, to the stagnant interest rates in the bond market, this past year has provided a slew of questions and challenges when it comes to planning for your financial future.
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Planning Beyond Money
Building substantial wealth is about much more than achieving a monetary goal. Your wealth can create a substantial impact on the people and things you love, and it allows you to enjoy an exciting life.
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Special Needs Trust: How to Ensure Your Child is Prepared for the Future
If you have a child with special needs, there’s no doubt you’ve wondered what his or her future will look like without you.
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Supplemental Life Insurance Retirement Plan: What Does Your Dream Retirement Plan Look Like?
Most of us would love to retire as soon as possible—but we’d also like to have the cash on hand to enjoy an exciting life now, prepare for major life events, and make sure our loved ones are taken care of and receive the maximum benefit from our assets after we’re gone.
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Gaining Knowledge to Determine Direction
To truly get where you want to go in life, you have to understand where you are. You can’t head in the right direction unless you know your starting point, and you can’t acquire the right resources for your journey until you evaluate what you already have.
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Buy-Sell Agreements: Why You Can’t Ignore This Planning Step for Your Business
If you’re a small business owner, a Buy-Sell agreement can make the difference in becoming the sole owner of a profitable business and having to sell for less than your company is worth.
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Tax Strategies for Charitable Giving: Make Sure Your Assets End Up in the Right Hands
When you pass away, your assets can go three different places: your beneficiaries, a charity you designate, or the government.
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Irrevocable Life Insurance Trust: What’s More Effective Than Regular Life Insurance?
Plenty of people have talked to you about life insurance, but what’s the difference between standard life insurance and an Irrevocable Life Insurance Trust (ILIT)?
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Income Tax Buckets: The Difference In Being Taxed Now, Taxed Later, And Not At All
Have you ever wondered how your different assets are taxed? Some of your assets are taxed now, like your salary, bonuses, and unearned income like interest from savings accounts or stocks.
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Key Employee Retention: Take This Step to Help Retain Your Top Talent and Save Your Retirement Plan
If you’re a business owner, your top employees are a vital part of your retirement plan. When you have the right people on your team, you can step away for a vacation (and eventually retirement) knowing with full confidence that your business will run smoothly in your absence.
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Marketability Assessment: Do You Know What Your Business is Worth?
Do you know how much your business is worth? If you received an offer from someone to buy your company today, do you know what a fair offer would be?
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Living Rich in 2021
Being rich isn’t about a number in your bank account—it’s about how well you live your life and the impact you have on people around you.
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Make the Most of Your Money
If you’re reading this blog, it’s probably because you want to make the most of the money you earn and make sure it’s protected for your future.
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The Wallet of Your Mind
You may not have complete control over your surroundings or the exact amount of money you make—but you can choose your attitude and how you react to your circumstances.
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When Refusing to Give Costs You
There is one thing we can all give away without losing a thing. In fact, the more we refuse to give this thing, the more we lose it for ourselves—love.
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Preparing for What’s Next
Pain is a part of life. It’s not usually indicative of a fun experience, but pain does typically inspire some needed change.
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Retirement, Taxes, and a Changing World
There are three circumstances that affect how your family fares in the future...
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Art, Science, and Finance
We need both art and science in our society. Without art, we have no vision for beauty, joy, or possibilities. But without science, we have no concrete steps to realize our visions or solve problems.
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Boxes of Dreams
Do you dream of traveling the world or spending your days on a farm, tucked away from the noise of the city? What about when you were a child—did you dream of becoming an astronaut or diving in the ocean or writing a book?
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A Changing World and a Change of Plans
It seems like we’re in “unprecedented times.” That’s what everyone keeps saying, anyway. The coronavirus has kept people isolated; it has cost people their jobs; it has forced millions of students into homeschooling they weren’t prepared for.
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6 Things You Want from Your Financial Planning
As financial advisors, we study market trends, tax laws, and the economy as a whole, and these all help us better prepare you for a solid future. We know how to guide you in the right direction to protect you from risk, build wealth for the future, and prepare for the unexpected.
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Be Wiser than Your Brain
Our brains trigger us to action in different circumstances—we might work to eliminate a problem, take advantage of an opportunity, or to achieve a goal. Even then, we can’t always control the outcome.
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Tax Rates and Your Retirement
We can’t see the future, but using some basic math and historical oversight, we can predict it fairly well, especially when it comes to taxes. Have you thought about your retirement tax strategy? Have you stopped to consider how social security benefits have changed since the system was created in 1935?
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