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Financial Planning Is Smart Not Scary

Whatever your age or the time of year, whatever your station in life, financial planning is a smart move. It can feel daunting initially to discuss your financial details with an expert but their guidance will prepare you to save for the future and prioritize financial choices. The scariest thing you can do is not … Read more

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Financial Planning After Divorce

Divorce has a profound impact on every aspect of a person’s life, especially financially. All decisions you made about the present and future with your former spouse are altered by the financial elements of a divorce settlement, from child support to spousal support to sharing debt. Working with an expert after divorce for financial planning … Read more

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Brush Up on Financial Market Terminology

You can make careful, informed financial decisions with the help of your financial advisor, but fluctuations in the financial market impact options, and it can be difficult to judge when it’s time to make changes or maintain the status quo. Brush up on market terminology, courtesy of Morningstar, and be prepared to review your choices … Read more

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4 Common Estate Planning Mistakes

You are ahead of the game if you have an estate plan. If you haven’t updated or reviewed these documents for some time, now is the right moment. It’s important for your estate plan to be ready and adequate when it comes time to execute it so loved ones avoid difficult situations, conversations, and circumstances … Read more

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How Trump Administration Tariffs Could Reshape Immigration

The Trump Administration has put tariffs on Canada, Mexico, and China to reduce the trade deficit and protect domestic industries. However, this move could also impact the United States in multiple other ways, not only influencing the broader economic landscape of the nation but immigration patterns and policies and the country’s labor market. Key Facts … Read more

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Build a Retirement Strategy You’ll Love

Strategizing for retirement is its own unique financial planning act. Money will come in differently than it does now. Living will feel different. Goals will shift. Working with retirement experts to create a customized financial plan will help you feel confident about supporting yourself during what’s ahead and make you fall in love with your … Read more

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Fine-tune Financial Planning at Inauguration Time

With every presidential inauguration comes a change in economic policy. How will interest rates change? Which economic sectors will flourish? Most of all, what – if anything – will happen to your money? Know the risks, the safe spaces, and how this national shift could impact financial planning, no matter your political affiliation. Assess Risk … Read more