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[caption id="attachment_6377" align="alignnone" width="662"] family happy with estate planning and secure future[/caption] Estate planning is an essential step to help protect the wealth that you've spent your life building. Meeting with an estate planner will help to create a comprehensive plan that will allow your assets to effectively pass to your assigned beneficiaries. Creating this initial plan can feel overwhelming, and we are here to help you prepare. Here are ... Read more
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Ok now that you’ve recovered from falling off your chair after reading the tile of this blog, let me explain. Inflation is one of the biggest challenges in achieving, and maintaining, financial independence. The low inflation we have experienced for decades has made many of us lazy when it comes to spending. Now is the time to put some great habits into place that will reduce your spending now and ... Read more
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Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial planning, saving and investing can be tedious and time consuming, and maybe even daunting. This is where a fiduciary comes in. ________ What Is a Fiduciary? The term fiduciary is ... Read more
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When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum. Pullbacks A pullback represents the mildest form of a selloff in the markets. You might hear an investor or trader refer to a dip of 5-10% after a peak as ... Read more