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529 College Savings Plan

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Financial Planning: A Dynamic Map

A financial plan is the cornerstone of a healthy financial life. Think of a financial plan like a dynamic Google Map...helping you to navigate and make good decisions, and even “re-routing” when facing unexpected circumstances....
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Are money and happiness related?

There’s a commonly accepted saying, “money can’t buy happiness,” but is it true? Perhaps money on its own does not bring happiness, but money and happiness may be more closely related than you think...
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Factors to Consider: Before Selling Equity Investments

Thinking about selling your equity investments? Consider these factors and ask yourself five questions before you sell. When it comes to equity investments, many people follow the logic of buying low and selling high. This is generally is a sound rule to follow, however, you should also consider important factors in your life and your financial plan before selling your equity investments. Remember the stock market is cyclical and there will always be periods of ups and downs...
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Are you raising financially aware kids?

"I wish I knew that when I was younger," is a phrase we hear often and something I personally exclaim from time to time. Finances may not be your exact dinnertime topic of choice but too often we neglect to educate our children on the importance of building a strong financial foundation. Talking to children about money and finances is not an easy conversation, especially because it needs to be ongoing as opposed to a one-time event. But helping kids understand...
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Do you want to leave a WELLth legacy?

Generational wealth is a term that many have heard of yet few have mastered. The goal of generational wealth is to be able to pass your wealth to your children and then they can pass it to their children. This does not mean only your finances it also takes into account properties, antiques, collections, and even education planning plays a role in generational wealth. Now that you have a basic understanding of generational wealth you might be wondering how to starting thinking about this within..
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Financial Goals for 2022

This time of year, many people start to put together plans for the New Year that usually include eating better, being more active, saving more, and spending less.  Having a list is a great start but knowing how to put your list into action is critical!  The actions you take today will lead to the results you see throughout 2022. We want to help you with your 2022 Financial Action Plan.  We created a list of 8 financial goals and outlined the actions you should take
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Year-End Tax Planning Strategies

Heading into the final weeks of 2021, many of us are focused on the holidays, but year-end is also an important time to consider tax planning strategies to implement before the closing of this tax year.  Here are several tax planning strategies to consider before the 2021 tax year is in the rear-view mirror. Tax Loss Harvesting – It goes against conventional investment wisdom to sell at a low, but when it comes to taxes, selling an investment that has an unrealized loss could help to
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Factors to Consider: Before Selling Equity Investments

Thinking about selling your equity investments? Consider these factors and ask yourself five questions before you sell. When it comes to equity investments, many people follow the logic of buying low and selling high. This is generally is a sound rule to follow, however, you should also consider important factors in your life and your financial plan before selling your equity investments. . .
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Making a Plan for Long-Term Care Insurance

Making a Plan for Long-Term Care Insurance    Whether you are retiring soon or already retired, you’ll face many decisions on how to build your retirement budget.  Insurance can become a double-edged sword during this decision-making process.  The insurance premiums you pay on your home, vehicles, boat, life insurance, etc. directly decrease the amount of money available to spend on the fun parts of retirement like recreation and leisure.  After preparing
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Growing Your WELLth

Many of us want to grow our WELLth, but we may not know HOW to get there or even WHERE to start.
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What options do I have for education planning?

One of the most common goals within the world of financial planning is saving for a college education. While it may not be the best choice for everyone, college can certainly be an incredibly enlightening experience where students often make lifelong friends, find their passions, and hone the skills needed for life as an independent adult. . . .
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The Value of a Financial Plan

Depending on where you are in your career, someone has probably told you that you should have a financial plan. They may not have told you why you should have a financial plan other than that it will help you in the long run. Having a financial plan is, in fact, beneficial to people at all stages of their career. Regardless of if you are twenty years from retirement or two years, it would still benefit you to have a plan.When making any plan, you more than likely find yourself taking t
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What is your next milestone?

If you were graduating this month, what advice would you give your future self? May tends to be a time for high school and college graduations, which for many of us could mean a time to reflect.
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