How to Read a Prospectus
We get these thick booklets mailed to us at least annually, and usually they go directly into the recycling bin. Being...
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Protecting Against "Sequence of Returns" Risk
With the summer season ending, children going back to school and days getting shorter it is impossible not to feel the...
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How to Protect Your Personal Data Online
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability...
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Prepare for the Next Market Downturn
With a negative yield curve, trade wars and slowing growth in the economy, a poll showed that majority of business...
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Do you have an Aging Plan?
No one likes to think about getting old, but it’s an eventuality that we cannot escape. Sooner than later we should...
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Investing with Purpose
What is the difference between investing and having a financial plan? While investing can be fun and invigorating,...
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Strategies to Pay Less Tax
As we are now in the thick of tax season, I get asked frequently “how can I pay less in tax?” While you should usually...
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Be Careful When Tidying Up Your Documents
Marie Kondo and her show Tidying Up on Netflix seemed to strike a chord with many people and now everyone is clearing...
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Financial Missteps
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make;...
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Control What You Can
The pain being inflicted by a diversified set of asset classes in 2018 hasn’t been witnessed since Don Mclean’s American...
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How to Effectively Use an Annuity
Annuities come in many different shapes and sizes but at the foundation they are an insurance product that issues some...
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Double Up Tax Strategy
We are in the last quarter of the year now and the holiday season is right around the corner. People are preparing by...
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