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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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